Goodwill Industries of Southeastern Wisconsin 403(b) match, vesting and fees
What Goodwill Industries of Southeastern Wisconsin'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Goodwill Industries of Southeastern Wisconsin: employer contribution per participant | — | |
| Peer median | $1,337 |
| Goodwill Industries of Southeastern Wisconsin: average balance | $34,574 | |
| Peer median | $35,764 |
| Goodwill Industries of Southeastern Wisconsin: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.32% |
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 $24.6M at the end of plan year 2021 to $29.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,796 | $29.9M | — | — | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 10,843 | $26.2M | — | — | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 10,146 | $21.9M | — | — | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 6,628 | $24.6M | — | — | 0.43% | Not published | Form 5500 ↗ |
Other Goodwill Industries of Southeastern Wisconsin plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Goodwill Industries of Southeastern Wisconsin Inc. & Great Lakes Resources Inc. Sca Retirement 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.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Goodwill Industries of Southeastern Wisconsin match 401(k) contributions?
The match terms for the Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan have not been published from its filing yet.
When is the Goodwill Industries of Southeastern Wisconsin 401(k) match vested?
The vesting schedule for the Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Goodwill Industries of Southeastern Wisconsin 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Goodwill Industries of Southeastern Wisconsin, Inc..
I left Goodwill Industries of Southeastern Wisconsin. 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 Southeastern Wisconsin, Inc., (414) 847-4200) or the recordkeeper, Transamerica Retirement Solutions. The Goodwill Industries of Southeastern Wisconsin old 401(k) page lists the contacts from every plan filing. Find an old Goodwill Industries of Southeastern Wisconsin 401(k)
Data from the public Form 5500 annual reports Goodwill Industries of Southeastern Wisconsin 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 Industries of Southeastern Wisconsin. Not financial advice. Report a correction · Methodology