Original filing (PDF)20251010103336NAL0012852864001

GOODWILL COLUMBUS

Name: GOODWILL COLUMBUS — GOODWILL COLUMBUS 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: GOODWILL COLUMBUS

Form 5500

FILING_RECEIVED

GOODWILL COLUMBUS 403(B) RETIREMENT PLAN

403(b) retirement plan

Signals · 2

~123 bps in Sched C feesNo recordkeeper disclosed

Active participants

1,249

Accounts w/ balance

359

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

Knocking points off

123 bps in Schedule C fees — 137% above peer band of 52 bps.
No recordkeeper disclosed on Schedule C.
Only 29% as many balances as active participants — suggests many active employees aren't deferring.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODWILL COLUMBUS.

Plan sponsor

Name

GOODWILL COLUMBUS

EIN

31-4379448

Address

671 S. HIGH STREET, 8TH FLOOR · COLUMBUS, OH · 432061066

Phone

(614) 583-0476

Industry

Other Services (ex. Public Admin)see 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

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CLARK, SCHAEFER, HACKETT & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EVERHART FINANCIAL GROUP DBA EVERHA	31-1440043	—	INVESTMENT ADVISORY	$8K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$31K	—

Investments

24 direct securities· $3.2M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Target Retirement 2035 Inv Fund Mutual fund	—	—	—	$534K	16.9%
Vanguard Target Retirement 2030 Inv Fund Mutual fund	—	—	—	$527K	16.6%
Vanguard Target Retirement 2040 Inv Fund Mutual fund	—	—	—	$466K	14.7%
Vanguard Target Retirement 2025 Inv Fund Mutual fund	—	—	—	$408K	12.9%
Vanguard Target Retirement 2045 Inv Fund Mutual fund	—	—	—	$322K	10.2%
Vanguard Target Retirement 2020 Inv Fund Mutual fund	—	—	—	$146K	4.6%
Vanguard 500 Index Admiral Fund Mutual fund	—	—	—	$123K	3.9%
Vanguard Target Retirement Income Inv Fund Mutual fund	—	—	—	$118K	3.7%
Principal Fixed Income Guaranteed Option Guaranteed investment contract	—	—	—	$118K	3.7%
Vanguard Target Retirement 2050 Inv Fund Mutual fund	—	—	—	$113K	3.6%
Vanguard Target Retirement 2055 Inv Fund Mutual fund	—	—	—	$76K	2.4%
Vanguard Small Cap Index Admiral Fund Mutual fund	—	—	—	$48K	1.5%
Fidelity LC Growth Index Fund Mutual fund	—	—	—	$31K	1.0%
Vanguard Mid Cap Growth Inv Fund Mutual fund	—	—	—	$22K	0.7%
Vanguard Target Retirement 2060 Inv Fund Mutual fund	—	—	—	$17K	0.5%
JP Morgan Core Bond R6 Fund Mutual fund	—	—	—	$16K	0.5%
Fidelity Mid Cap Growth Index Fund Mutual fund	—	—	—	$14K	0.5%
Vanguard Target Retirement 2065 Inv Fund Mutual fund	—	—	—	$11K	0.3%
T. Rowe Price Equity Income Fund Mutual fund	—	—	—	$11K	0.3%
Vanguard Total International Stock Index Admiral Fund Mutual fund	—	—	—	$10K	0.3%
Am Funds EuroPacific Growth R6 Fund Mutual fund ** $	—	—	—	$10K	0.3%
Vanguard Target Retirement 2070 Inv Fund Mutual fund	—	—	—	$9K	0.3%
Goldman Sachs Bond R6 Fund Mutual fund	—	—	—	$8K	0.2%
Vanguard Sel Value Inv Fund Mutual fund	—	—	—	$7K	0.2%