Plan Snapshot
- Plan Sponsor: The Goodwill Industries Of Akron, Ohio, INC.
- Sponsor EIN: 340252230
- Sponsor Address: 570 E WATERLOO RD, AKRON, OH, 443191223
- Plan Type: 403(b)
- Total Participants: 427
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 427 | $5.6M | $181,026 | $283,188 |
| 2023 | 424 | $5.1M | $180,956 | $306,184 |
| 2022 | 599 | $4.3M | $169,514 | $309,551 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $43,609 | — | $42,804 | — | — |
| 2023 | $38,280 | $742 | $37,538 | — | — |
| 2022 | $45,612 | — | — | — | $45,612 |