Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of North Central Wisconsin, Inc.403(b)

GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN · MENASHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Goodwill Industries of North Central Wisconsin, Inc. reported $111,086 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $636 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 rose from 0.42% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 729th-largest of 1,936 plans among Wisconsin employers on file, and the 869th of 3,341 in other services. In 2024, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,156,628
Participants with balances743
Active participants1,292
Employer contributions$822,302
Employee contributions$1,186,641
Employer contribution per active participant$636
Average account balance$33,858
Benefits paid to participants$2,990,855
Plan auditDisclaimer of opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 743 accts · $822K emplr
2023$22.5M · 693 accts · $794K emplr
2022$18.8M · 634 accts · $635K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,368
Investment management$95,718
Total administrative$111,086
Employer contributions to the Goodwill Industries of North Central Wisconsin, Inc. plan · 2024
Employer contribution per active participant$636
Median for plans this size$2,416
2024$636 per active participant
2023$568 per active participant
2022$493 per active participant

Goodwill Industries of North Central Wisconsin, Inc.'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 · 20241
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$86,367

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history3
2024$111,086 · 0.47%
2023$92,254 · 0.45%
2022$86,839 · 0.42%
Same employer
Similar plansOther Services · Wisconsin
Delta Defense, LLC WI$28.5M · 0.34%
State Bar of Wisconsin WI$22.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391144913 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.