Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of Southeastern Wisconsin, Inc.Money purchase plan

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Goodwill Industries of Southeastern Wisconsin, Inc. reported $211,646 in plan administrative expenses for 2024: 0.40% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,770 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 3 years on file its reported administrative ratio has held roughly steady near 0.40%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 384th-largest of 1,936 plans among Wisconsin employers on file, and the 1,722nd of 11,911 in health care & social assistance. active participation has grown from 1,764 to 1,996 since 2022.

Plan summary
Net assets, end of year$55,398,907
Participants with balances2,861
Active participants1,996
Employer contributions$5,529,105
Employee contributions—
Employer contribution per active participant$2,770
Average account balance$19,363
Benefits paid to participants$5,116,645
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.4M · 2,861 accts · $5.5M emplr
2023$49.4M · 2,594 accts · $5.3M emplr
2022$42.7M · 2,415 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$144,182
Investment management$52,974
Audit (IQPA)$14,490
Total administrative$211,646
Employer contributions to the Goodwill Industries of Southeastern Wisconsin, Inc. plan · 2024
Employer contribution per active participant$2,770
Median for plans this size$3,635
2024$2,770 per active participant
2023$2,755 per active participant
2022$2,733 per active participant

Goodwill Industries of Southeastern Wisconsin, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$144,182
MORGAN STANLEY · Consulting$36,236
ROBERT W BAIRD, INC. · Consulting$16,738
CLIFTON LARSON ALLEN LLP · Accounting / audit$14,490
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$211,646 · 0.40%
2023$173,356 · 0.38%
2022$180,030 · 0.39%
All plans at this employer2
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLANMoney purchase plan
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Inclusa, Inc. WI$60.4M · 0.11%
Agrace Health WI$54.6M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390808491 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.