Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of San Antonio Contract ServicesMoney purchase plan

THE CONTRACTORS RETIREMENT PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
1.23%

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

Goodwill Industries of San Antonio Contract Services reported $30,443 in plan administrative expenses for 2024: 1.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,210 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 1.64% to 1.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (4,692nd of 5,688), and 4,626th of 5,337 in construction.

Plan summary
Net assets, end of year$2,656,434
Participants with balances781
Active participants490
Employer contributions$592,784
Employee contributions—
Employer contribution per active participant$1,210
Average account balance$3,401
Benefits paid to participants$354,623
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 781 accts · $593K emplr
2023$2.3M · 568 accts · $473K emplr
2022$1.9M · 515 accts · $392K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,635
Trustee / custodial$19,808
Total administrative$30,443
Employer contributions to the Goodwill Industries of San Antonio Contract Services plan · 2024
Employer contribution per active participant$1,210
Median for plans this size$1,313
2024$1,210 per active participant
2023$879 per active participant
2022$789 per active participant

Goodwill Industries of San Antonio Contract Services's 2024 employer contribution ran below the $1,313 median for plans its size. 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
ALLIANCE BENEFIT GROUP · Recordkeeping · Consulting$29,438
MATRIX TRUST COMPANY · Custodial · Recordkeeping$1,005

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

Recordkeeper by year2
2024ALLIANCE BENEFIT GROUP, MATRIX TRUST COMPANY
2023ALLIANCE BENEFIT GROUP

This plan has changed recordkeepers within these filings. If you left Goodwill Industries of San Antonio Contract Services before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$30,443 · 1.23%
2023$25,373 · 1.23%
2022$31,703 · 1.64%
Same employer
Similar plansConstruction · Texas
Fireproof Contractors Inc TX$2.8M · 0.08%
Jat Home Services, Inc. TX$2.7M · 0.36%
Travis Companies, Inc. TX$2.7M · 0.05%
Dan Williams Company TX$2.7M · 0.99%
Avesta Homes, LLC TX$2.6M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460688991 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.