Plan Ledger DOL Form 5500 · updated monthly

Heart of Texas Goodwill Industries Inc.403(b)

HEART OF TEXAS GOODWILL INDUSTRIES 403(B) PLAN · WACO, TX · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Heart of Texas Goodwill Industries Inc. reported $9,012 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $114 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 0.01% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (5,109th of 5,688), and 2,973rd of 3,341 in other services. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has grown from 399 to 444 since 2022.

Plan summary
Net assets, end of year$1,457,965
Participants with balances60
Active participants444
Employer contributions$50,782
Employee contributions$85,186
Employer contribution per active participant$114
Average account balance$24,299
Benefits paid to participants$249,938
Plan auditUnmodified (clean) audit opinion
AuditorPATTILLO BROWN & HILL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.5M · 60 accts · $51K emplr
2023$1.4M · 148 accts · $66K emplr
2022$1.3M · 292 accts · $62K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,177
Investment management$5,835
Total administrative$9,012
The Heart of Texas Goodwill Industries Inc. 401(k) match · 2024
Employer contribution per active participant$114
Median for plans this size$1,313
2024$114 per active participant
2023$219 per active participant
2022$154 per active participant

Heart of Texas Goodwill Industries 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$3,177
RAYMOND JAMES FNCL SRVS · Investment advisory (participants) · Investment advisory (plan)$5,835

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$9,012 · 0.63%
2023$13,353 · 0.99%
2022$94 · 0.01%
Same employer
Similar plansOther Services · Texas
Jobs Holdings, Inc. TX$1.9M · 0.12%
Jack Boles Services, Inc. TX$1.8M · 0.05%
Glenn Polk Fm, Inc. TX$1.7M · 0.23%
Goodwill of South Texas TX$1.7M · 3.03%
Sps Poolcare TX$1.4M · 0.17%
El Holdings, LLC TX$1.3M · 1.08%
Access World USA LLC TX$1.3M · 0.96%
Ems TX$1.3M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741238443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.