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Original filing (PDF)20250916114314NAL0001159267001
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.
Form 5500
FILING_RECEIVED
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLAN
Defined-contribution retirement plan
Active participants
1,996
Accounts w/ balance
2,861
Plan assets (EOY)
$55.4M
Net assets (EOY)
$55.4M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — 139% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC..
Plan sponsor
Name
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.
EIN
39-0808491
Address
6055 N 91ST STREET · MILWAUKEE, WI · 53225
Phone
(414) 847-4200
Industry
Health Care & Social Assistancesee 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
2025-09-16
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $144K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11-3658445 | — | CONSULTANT | $36K | — |
| ROBERT W BAIRD, INC. | 39-6037917 | — | CONSULTANT | $17K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | AUDITOR | $14K | — |
Investments
23 direct securities· $55.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan JPMorgan SmartRetirement 2045 R6 | — | — | — | $6.0M | 10.8% | |
| JP Morgan JPMorgan SmartRetirement 2035 R6 | — | — | — | $5.9M | 10.7% | |
| JP Morgan JPMorgan SmartRetirement 2050 R6 | — | — | — | $5.9M | 10.6% | |
| JP Morgan JPMorgan SmartRetirement 2040 R6 | — | — | — | $5.6M | 10.2% | |
| JP Morgan JPMorgan SmartRetirement 2025 R6 | — | — | — | $5.6M | 10.1% | |
| JP Morgan JPMorgan SmartRetirement 2030 R6 | — | — | — | $5.4M | 9.7% | |
| JP Morgan JPMorgan SmartRetirement 2055 R6 | — | — | — | $2.9M | 5.2% | |
| JP Morgan JPMorgan SmartRetirement 2020 R6 | — | — | — | $2.6M | 4.7% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $2.4M | 4.4% | |
| Fidelity Total Market Index | — | — | — | $2.3M | 4.2% | |
| JP Morgan JPMorgan SmartRetirement 2060 R6 | — | — | — | $2.3M | 4.2% | |
| Lincoln National Life Insurance Company Lincoln Stable Value Account | — | — | — | $1.9M | 3.5% | |
| Mainstay Large Cap Growth R1 | — | — | — | $1.3M | 2.4% | |
| Putnam Putname Large Cap Value Y | — | — | — | $1.3M | 2.3% | |
| JP Morgan JPMorgan SmartRetirement Income R6 | — | — | — | $1.2M | 2.2% | |
| Allspring American Funds EuroPacific Growth R5E | — | — | — | $766K | 1.4% | |
| Blackrock Mid-Cap Growth Equity Instl | — | — | — | $380K | 0.7% | |
| Columbia Small Cap Growth I | — | — | — | $349K | 0.6% | |
| Allspring Spec Mid Cap Val Inst | — | — | — | $331K | 0.6% | |
| American Funds American Funds American Balanced R5E | — | — | — | $320K | 0.6% | |
| Fidelity International Index Instl Prem | — | — | — | $307K | 0.6% | |
| Franklin Templeton Franklin Small Cap Value Adv | — | — | — | $127K | 0.2% | |
| Cullen Emerging Markets High Div I | — | — | — | $64K | 0.1% |