Original filing (PDF)20250918161834NAL0001746688001

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.

Name: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. — GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLAN, Form 5500 (2024)
Creator: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.

Form 5500-SF

FILING_RECEIVED

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$648K

Net assets (EOY)

$648K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

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

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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 providers

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