Plan Snapshot
- Plan Sponsor: Wabash Valley Goodwill Industr
- Sponsor EIN: 350896910
- Sponsor Address: PO BOX 2720, TERRE HAUTE, IN, 478020720
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 293
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 293 | $2.0M | $154,965 | $31,633 |
| 2022 | 99 | $1.6M | $146,625 | $8,377 |
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 |
|---|---|---|---|---|
| KEMPER CPA GROUP LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2023 | $1,110 | — | — | — | — |
| 2022 | $1,693 | — | — | — | — |