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Original filing (PDF)20251015130833NAL0004628993001
GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES
Form 5500
FILING_RECEIVED
GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 3
100% in single holding~25115 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,555
Accounts w/ balance
—
Plan assets (EOY)
$363K
Net assets (EOY)
-$368K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Wilmington Trust, NA" is 100% of plan.
- 25115 bps in Schedule C fees — 15796% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES.
Plan sponsor
Name
GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES
EIN
46-0688991
Address
406 WEST COMMERCE STREET · SAN ANTONIO, TX · 78207
Phone
(210) 924-8581
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GSA NATIONAL | 45-2712335 | — | TPA | $177K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $49K | — |
| BDO USA LLP | 13-5381590 | — | AUDIT | $21K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCBSTX HEALTH CARE SERVICE CORP A | 36-1236610 | — | BENEFITS | $638K | — |
| TRIA HEALTH | 27-1515235 | — | TELEHEALTH | $27K | — |
Investments
1 direct security· $332K(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Wilmington Trust, NA | — | — | $332K | $332K | 91.3% |