Goodwill Industries of Central Texas 403(b) match, vesting and fees
What Goodwill Industries of Central Texas' 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 | Alerus Financial, N.A. | Schedule C ↗ |
| Independent auditor | Armanino LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,139 defined-contribution plans in retail trade with 100 to 499 participants.
| Goodwill Industries of Central Texas: employer contribution per participant | $740 | |
| Peer median | $1,216 |
| Goodwill Industries of Central Texas: average balance | $29,622 | |
| Peer median | $50,600 |
| Goodwill Industries of Central Texas: admin expenses ÷ assets | 0.71% | |
| Peer median | 0.43% |
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 $11.9M at the end of plan year 2023 to $13.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,277 | $13.1M | $327K | $740 | 0.71% | Not published | Form 5500 ↗ |
| 2023 | 2,531 | $11.9M | $345K | $691 | 0.78% | Not published | Form 5500 ↗ |
Common questions
Does Goodwill Industries of Central Texas match 401(k) contributions?
The match terms for the Goodwill Industries of Central Texas 403(b) Tda Plan have not been published from its filing yet. The plan year 2024 filing reports $327K in employer contributions, about $740 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Goodwill Industries of Central Texas 401(k) match vested?
The vesting schedule for the Goodwill Industries of Central Texas 403(b) Tda Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Goodwill Industries of Central Texas 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Alerus Financial, N.A.. The plan administrator is Goodwill Industries of Central Texas.
I left Goodwill Industries of Central Texas. 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 Central Texas, (512) 637-7501) or the recordkeeper, Alerus Financial, N.A.. The Goodwill Industries of Central Texas old 401(k) page lists the contacts from every plan filing. Find an old Goodwill Industries of Central Texas 401(k)
Data from the public Form 5500 annual reports Goodwill Industries of Central Texas filed with the U.S. Department of Labor (plan years 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 Industries of Central Texas. Not financial advice. Report a correction · Methodology