Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of Southern California, Inc.403(b)

GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. 403(B) THRIFT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Goodwill Industries of Southern California, Inc. reported $59,442 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $86 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 0.43% to 0.35%. 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 3,931st-largest of 9,483 plans among California employers on file, and the 1,640th of 5,215 in retail trade. In 2024, employees put in $4.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,845,987
Participants with balances866
Active participants2,794
Employer contributions$240,056
Employee contributions$1,014,250
Employer contribution per active participant$86
Average account balance$20,607
Benefits paid to participants$1,447,974
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 866 accts · $240K emplr
2023$16.2M · 840 accts · $224K emplr
2022$13.9M · 810 accts · $198K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,442
Total administrative$59,442
Employer contributions to the Goodwill Industries of Southern California, Inc. plan · 2024
Employer contribution per active participant$86
Median for plans this size$2,416
2024$86 per active participant
2023$83 per active participant
2022$67 per active participant

Goodwill Industries of Southern California, 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 · 20244
NATIONAL BENEFIT SERVICES, LLC · Loan processing · Recordkeeping$14,553
NATIONWIDE · Recordkeeping · Other services$1,019
CREATIVE PLANNING · Other services · Investment advisory (participants)$41,202
PROACCOUNT · Investment advisory (participants)$3,535

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

Recordkeeper by year2
2024NATIONAL BENEFIT SERVICES, LLC, Nationwide
2023NATIONAL BENEFIT SERVICES, LLC, Nationwide

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

Administrative cost history3
2024$59,442 · 0.35%
2023$76,318 · 0.51%
2022$64,056 · 0.43%
Same employer
Similar plansRetail Trade · California
Redbubble Inc. CA$18.1M · 0.02%
Balanced Body Inc. CA$18.0M · 0.33%
Moss Bros. Auto Group, Inc. CA$17.8M · 0.84%
Gosch Auto Group CA$17.7M · 1.04%
Ashby Lumber Company CA$17.3M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951641441 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.