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Original filing (PDF)20251008140743NAL0005666769001
GOODWILL INDUSTRIES OF DELAWARE & DELAWARE COUNTY, INC.
Form 5500
FILING_RECEIVED
GOODWILL INDUSTRIES OF DELAWARE & DELAWARE COUNTY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
851
Accounts w/ balance
483
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODWILL INDUSTRIES OF DELAWARE & DELAWARE COUNTY, INC..
Plan sponsor
Name
GOODWILL INDUSTRIES OF DELAWARE & DELAWARE COUNTY, INC.
EIN
51-0064311
Address
300 EAST LEA BOULEVARD · WILMINGTON, DE · 19802
Phone
(302) 761-4640
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHISMAN, GIORDANO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $31K | — |
Investments
18 direct securities · 1 pooled fund· $10.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.6M
18 holdings
Pooled Separate Account
$5.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE POOLED SEPERATE ACCOUNTS NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $5.4M | 95.6% | |
| T. Rowe Price All-Cap Opportunities Fund | — | — | — | $1.2M | 22.2% | |
| JPM Small Cap Growth Fund | — | — | — | $983K | 17.5% | |
| Baird Aggregate Bond Fund | — | — | — | $792K | 14.1% | |
| American Funds American Balanced Fund Class R-6 | — | — | — | $671K | 12.0% | |
| American Funds Mutual Fund Class R-6 | — | — | — | $601K | 10.7% | |
| MFS Research International | — | — | — | $239K | 4.3% | |
| Nationwide Fixed Select Option | — | — | — | $215K | 3.8% | |
| Invesco International Bond Fund | — | — | — | $160K | 2.8% | |
| First Eagle U.S. Fund Class R6 | — | — | — | $159K | 2.8% | |
| DFA Large Cap International Portfolio Institutional Class | — | — | — | $152K | 2.7% | |
| T. Rowe Price Large-Cap Growth Fund I Class | — | — | — | $94K | 1.7% | |
| Frst Egle Gold R6 | — | — | — | $91K | 1.6% | |
| Vanguard Wellesley Income Fund | — | — | — | $79K | 1.4% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $50K | 0.9% | |
| Vanguard 500 Index Fund | — | — | — | $24K | 0.4% | |
| American Century Small Cap Value Fund | — | — | — | $19K | 0.3% | |
| Vngrd Intdtrmtrsind adml | — | — | — | $3K | <0.1% | |
| Black Rock High Yield Portfolio Class K | — | — | — | $164 | <0.1% |