Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of Sacramento Valley & Northern Nevada, Inc.401(k)

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SACRA NORTHERN NEVADA, INC. · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Goodwill Industries of Sacramento Valley & Northern Nevada, Inc. reported $2,232 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $125 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 0.03% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,606th of 9,483), and 4,205th of 5,215 in retail trade. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 97 to 1,822 since 2022.

Plan summary
Net assets, end of year$3,509,155
Participants with balances116
Active participants1,822
Employer contributions$227,392
Employee contributions$410,216
Employer contribution per active participant$125
Average account balance$30,251
Benefits paid to participants$505,743
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 116 accts · $227K emplr
2023$3.1M · 137 accts · $208K emplr
2022$3.4M · 130 accts · $153K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,232
Total administrative$2,232
The Goodwill Industries of Sacramento Valley & Northern Nevada, Inc. 401(k) match · 2024
Employer contribution per active participant$125
Median for plans this size$1,313
2024$125 per active participant
2023$1,778 per active participant
2022$1,580 per active participant

Goodwill Industries of Sacramento Valley & Northern Nevada, Inc.'s 2024 employer contribution ran below the $1,313 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,734

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$2,232 · 0.07%
2023$1,245 · 0.04%
2022$960 · 0.03%
Same employer
Similar plansRetail Trade · California
All Natural Stone, Inc. CA$3.6M · 1.34%
Meundies Inc CA$3.6M · 0.30%
Lassens Health Foods CA$3.6M · 0.05%
Tak Shing Hong, Inc. CA$3.5M · 0.74%
Nimblerx CA$3.4M · 0.25%
Rrl Corporation CA$3.4M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 941201202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.