Back to filter
Original filing (PDF)20250502112101NAL0006451696001
GOOD WILL HOME ASSOCIATION
Form 5500-SF
FILING_RECEIVED
GOOD WILL HOME ASSOCIATION EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Active participants
58
Accounts w/ balance
29
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOOD WILL HOME ASSOCIATION.
Plan sponsor
Name
GOOD WILL HOME ASSOCIATION
EIN
01-0211508
Address
P.O. BOX 159 · HINCKLEY, ME · 04944
Phone
(207) 238-4000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
THE HOGAN FAMILY FOUNDATION, INC
THE HOGAN FAMILY FOUNDATION, INC SALARY SAVINGS PLAN
$1.2M · 27 participants
TEACHERS ON RESERVE LLC
TEACHERS ON RESERVE LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 44 participants
SOLID ROCK MANAGEMENT COMPANY
SOLID ROCK MANAGEMENT COMPANY EXECUTIVE TEAM 401K
$1.2M · 5 participants
PSC-CUNY WELFARE FUND
PSC-CUNY WELFARE FUND 401(K) PLAN
$1.2M · 11 participants
MT MADONNA SCHOOL INC
MT MADONNA SCHOOL INC
$1.2M · 15 participants
BOISE BIBLE COLLEGE
BOISE BIBLE COLLEGE
$1.2M · 11 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants