Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of Central Texas403(b)

GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.71%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Goodwill Industries of Central Texas reported $88,841 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $153 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.87% to 0.71%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 2,645th-largest of 5,688 plans among Texas employers on file, and the 2,122nd of 5,215 in retail trade. In 2024, employees put in $3.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,093,099
Participants with balances442
Active participants2,135
Employer contributions$327,181
Employee contributions$1,011,460
Employer contribution per active participant$153
Average account balance$29,622
Benefits paid to participants$1,621,088
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 442 accts · $327K emplr
2023$11.9M · 500 accts · $345K emplr
2022$9.9M · 589 accts · $343K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,853
Investment management$29,414
Trustee / custodial$41,574
Total administrative$88,841
Employer contributions to the Goodwill Industries of Central Texas plan · 2024
Employer contribution per active participant$153
Median for plans this size$2,416
2024$153 per active participant
2023$148 per active participant
2022$150 per active participant

Goodwill Industries of Central Texas's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$59,427
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (participants) · Investment advisory (plan)$29,414

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Alerus
2023Alerus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$88,841 · 0.71%
2023$84,465 · 0.78%
2022$92,528 · 0.87%
Same employer
Similar plansRetail Trade · Texas
Twin Liquors, LP TX$13.5M · 0.82%
Gillman North, LLC TX$13.0M · 0.47%
Autobahn Imports, LP TX$13.0M · 0.99%
Kent Distributors, Inc. TX$12.9M · 0.71%
Leif Johnson Ford II, LTD TX$12.9M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741322808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.