Goodwill of Central and Northern Arizona 401(k) match, vesting and fees
What Goodwill of Central and Northern Arizona's 401(k) 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Goodwill of Central and Northern Arizona: employer contribution per participant | $476 | |
| Peer median | $1,358 |
| Goodwill of Central and Northern Arizona: average balance | $15,586 | |
| Peer median | $44,442 |
| Goodwill of Central and Northern Arizona: admin expenses ÷ assets | 0.52% | |
| Peer median | 0.21% |
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 $14.5M at the end of plan year 2023 to $16.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,309 | $16.8M | $514K | $476 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 5,229 | $14.5M | $408K | $374 | 0.61% | Not published | Form 5500 ↗ |
Other Goodwill of Central and Northern Arizona plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Goodwill Industries of Central Arizona, Inc. 403(b) 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 | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Goodwill of Central and Northern Arizona match 401(k) contributions?
The match terms for the Goodwill Industries of Central Arizona Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $514K in employer contributions, about $476 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Goodwill of Central and Northern Arizona 401(k) match vested?
The vesting schedule for the Goodwill Industries of Central Arizona Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Goodwill of Central and Northern Arizona 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Goodwill of Central and Northern Arizona.
I left Goodwill of Central and Northern Arizona. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Goodwill of Central and Northern Arizona, (602) 535-4100) or the recordkeeper, Principal Life Insurance Company. The Goodwill of Central and Northern Arizona old 401(k) page lists the contacts from every plan filing. Find an old Goodwill of Central and Northern Arizona 401(k)
Data from the public Form 5500 annual reports Goodwill of Central and Northern Arizona 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 of Central and Northern Arizona. Not financial advice. Report a correction · Methodology