Goodwill Ind. of NW NC 403(b) match, vesting and fees
What Goodwill Ind. of NW NC's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Goodwill Ind. of NW NC: employer contribution per participant | — | |
| Peer median | $1,803 |
| Goodwill Ind. of NW NC: average balance | $11,491 | |
| Peer median | $48,934 |
| Goodwill Ind. of NW NC: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.4M at the end of plan year 2021 to $1.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,193 | $1.9M | — | — | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 1,118 | $2.9M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 1,131 | $3M | — | — | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 1,527 | $4.4M | — | — | 0.06% | Not published | Form 5500 ↗ |
Other Goodwill Ind. of NW NC plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Goodwill Ind. of NW NC match 401(k) contributions?
The match terms for the Goodwill Industries of Northwest Nc 403(b) Plan have not been published from its filing yet.
When is the Goodwill Ind. of NW NC 401(k) match vested?
The vesting schedule for the Goodwill Industries of Northwest Nc 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Goodwill Ind. of NW NC 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Goodwill Industries of Northwest North Carolina, Inc.
I left Goodwill Ind. of NW NC. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Goodwill Industries of Northwest North Carolina, Inc, (336) 724-3621) or the recordkeeper, Ascensus LLC. The Goodwill Ind. of NW NC old 401(k) page lists the contacts from every plan filing. Find an old Goodwill Ind. of NW NC 401(k)
Data from the public Form 5500 annual reports Goodwill Ind. of NW NC filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Goodwill Ind. of NW NC. Not financial advice. Report a correction · Methodology