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Original filing (PDF)20250822070135NAL0002417331001
GOODWILL SPECIALTY SERVICES, INC.
Form 5500
FILING_RECEIVED
GOODWILL SPECIALTY SERVICES, INC. GOVERNMENT CONTRACTORS SAVINGS PLAN
Defined-contribution retirement plan
Signals · 2
~132 bps in Sched C feesNo recordkeeper disclosed
Active participants
123
Accounts w/ balance
170
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 132 bps in Schedule C fees — 154% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODWILL SPECIALTY SERVICES, INC..
Plan sponsor
Name
GOODWILL SPECIALTY SERVICES, INC.
EIN
47-0818929
Address
4805 NORTH 72ND STREET · OMAHA, NE · 68134
Phone
(402) 341-4609
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Pension benefit codes
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HBE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | TPA | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERV PROV, INV ADV | $76K | — |
| MORNINGSTAR INVESTMENT MANAGEMENY | 36-4317381 | — | INV ADV (PARTICIPANTS) | $8 | — |
| HUB INVESTMENT ADVISORS, INC | 20-1113894 | — | SERVICE PROVIDER | $0 | — |
Investments
25 direct securities· $5.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Financial Vanguard Target Retirement 2050anguard Target Retirement 20 | — | — | — | $1.2M | 21.3% | |
| Voya Financial Vanguard Target Retirement 2045anguard Target Retirement 2 | — | — | — | $978K | 17.0% | |
| Voya Financial Vanguard Target Retirement 2025 | — | — | — | $760K | 13.2% | |
| Voya Financial Vanguard Target Retirement 2055anguard ement 20 | — | — | — | $547K | 9.5% | |
| Voya Financial Vanguard Target Retirement 2040anguard Target Retirement | — | — | — | $424K | 7.4% | |
| Voya Financial Vanguard Target Retirement 2035g g | — | — | — | $368K | 6.4% | |
| Voya Financial Vanguard Target Retirement 2030 | — | — | — | $350K | 6.1% | |
| Voya Financial Vanguard Target Retirement 2060 | — | — | — | $272K | 4.7% | |
| Voya Financial Vanguard Target Retirement 2020 | — | — | — | $135K | 2.4% | |
| Voya Financial Federated Government Obligations Fund | — | — | — | $130K | 2.3% | |
| Voya Financial Vanguard Target Retirement Incomeanguard ment Inc e | — | — | — | $105K | 1.8% | |
| Voya Financial Federated Total Returnederated ** 284 * Voya Financial JPMorgan Large Cap Growth Fund Class R6PMorgan Large Cap Growth F Class R6 | — | — | — | $98K | 1.7% | |
| Voya Financial Vanguard Target Retirement 2065anguard Target Retirement 2 | — | — | — | $96K | 1.7% | |
| Voya Financial Invesco Small Cap Growth | — | — | — | $52K | 0.9% | |
| Voya Financial American Funds Europacific Growth | — | — | — | $36K | 0.6% | |
| Voya Financial Vanguard Total Stock market Index Fund AS | — | — | — | $33K | 0.6% | |
| Voya Financial Vanguard Equity Income | — | — | — | $30K | 0.5% | |
| Voya Financial TRowe Price Diversified Mid Cap Growth Class R6Rowe Price Diversified Mi Growth Class R6 | — | — | — | $20K | 0.3% | |
| Voya Financial Vanguard Select Value Inv | — | — | — | $18K | 0.3% | |
| Voya Financial Fidelity Small Cap Index Fund | — | — | — | $17K | 0.3% | |
| Voya Financial American Century Small Cap Value | — | — | — | $15K | 0.3% | |
| Voya Financial American Funds AMCAP R6 | — | — | — | $15K | 0.3% | |
| Voya Financial Vanguard Mid Cap Growth Inv | — | — | — | $11K | 0.2% | |
| Participant notes receivable Loans to participants with interest rate of 10.50% maturing 2026 -0- | — | — | — | $10K | 0.2% | |
| Voya Financial Vanguard Target Retirement 2070anguard Target Retirement 20 | — | — | — | $8K | 0.1% |
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