Plan Ledger DOL Form 5500 · updated monthly

Goodwin Management, Inc.401(k)

GOODWIN MANAGEMENT, INC. 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.91%

Goodwin Management, Inc. reported $39,359 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. 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 0.911%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,044th of 5,688), and 1,514th of 2,096 in real estate & leasing. active participation has grown from 421 to 501 since 2022.

Plan summary
Net assets, end of year$5,011,716
Participants with balances491
Active participants501
Employer contributions—
Employee contributions$1,397,436
Employer contribution per active participant—
Average account balance$10,207
Benefits paid to participants$518,163
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 491 accts
2023$3.6M · 584 accts · $104 emplr
2022$2.5M · 409 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,502
Trustee / custodial$20,857
Total administrative$39,359
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
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$39,430

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

Recordkeeper by year2
2024Alerus
2023Alerus

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Administrative cost history3
2024$39,359 · 0.91%
2023$35,211 · 1.14%
2022$23,028 · 0.91%
Same employer
Similar plansReal Estate & Leasing · Texas
Columbia IT Inc. TX$5.4M · 0.06%
Wentwood Companies, Inc. TX$5.2M · 0.77%
Psw Home, LLC TX$4.9M · 0.72%
Msi Acquisitions, LLC TX$4.8M · 0.18%
B/R Data, Inc. TX$4.7M · 0.13%
Camelot Services Inc. TX$4.7M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742474197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.