Goodwill of Central and Southern Indiana 403(b) match, vesting and fees
What Goodwill of Central and Southern Indiana'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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Blue & Co. LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 219 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Goodwill of Central and Southern Indiana: employer contribution per participant | $0 | |
| Peer median | $1,897 |
| Goodwill of Central and Southern Indiana: average balance | $5,680 | |
| Peer median | $70,943 |
| Goodwill of Central and Southern Indiana: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.10% |
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 $25.1M at the end of plan year 2023 to $31.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,986 | $31.1M | $0 | $0 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 6,592 | $25.1M | $0 | $0 | 0.42% | Not published | Form 5500 ↗ |
Other Goodwill of Central and Southern Indiana plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Goodwill of Central and Southern Indiana Inc. Discretionary Contribution Thrift 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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Blue & Co. LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Goodwill of Central and Southern Indiana match 401(k) contributions?
The match terms for the Goodwill of Central and Southern Indiana Inc. Employee Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Goodwill of Central and Southern Indiana 401(k) match vested?
The vesting schedule for the Goodwill of Central and Southern Indiana Inc. Employee Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Goodwill of Central and Southern Indiana 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Goodwill of Central and Southern Indiana Inc..
I left Goodwill of Central and Southern Indiana. 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 Southern Indiana Inc., (317) 324-8805) or the recordkeeper, American United Life Insurance Co. The Goodwill of Central and Southern Indiana old 401(k) page lists the contacts from every plan filing. Find an old Goodwill of Central and Southern Indiana 401(k)
Data from the public Form 5500 annual reports Goodwill of Central and Southern Indiana 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 Southern Indiana. Not financial advice. Report a correction · Methodology