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Original filing (PDF)20241015131452NAL0056316642001
HELPING HAND OF GOODWILL INDUSTRIES EXTENDED EMPLOYMENT SHELTERED
Form 5500
FILING_RECEIVED
HELPING HAND OF GOODWILL INDUSTRIES EXTENDED EMPLOYMENT SHELTERED WORKSHOP RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
82
Accounts w/ balance
122
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELPING HAND OF GOODWILL INDUSTRIES EXTENDED EMPLOYMENT SHELTERED.
Plan sponsor
Name
HELPING HAND OF GOODWILL INDUSTRIES EXTENDED EMPLOYMENT SHELTERED
EIN
43-1195708
Address
800 E 18TH ST · KANSAS CITY, MO · 641081514
Phone
(816) 842-7425
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2H · Partial participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENJAMIN F EDWARDS & CO INC | 26-3199152 | — | OTHER SERVICES | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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