Original filing (PDF)20251009105505NAL0006864641001

Goodwill of Central and Coastal Virginia, Inc.

Name: Goodwill of Central and Coastal Virginia, Inc. — Form 5500 Plan 003 (2024)
Creator: Goodwill of Central and Coastal Virginia, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of Central and Coastal Virginia, Inc.

401(k) retirement plan · Goodwill of Central and Coastal Virginia, Inc.'s Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of Central and Coastal Virginia, Inc. held $14.6M in plan assets for 1,331 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

75% employer stock

Active participants

1,331

Accounts w/ balance

1,770

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.6M

How this plan invests

This plan

1 pooled trust

Schedule D

46 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (8th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC..

Plan sponsor

Name

GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC.

EIN

54-0455395all filings

Address

6301 MIDLOTHIAN TPKE · RICHMOND, VA · 232255707

Phone

(804) 745-6300

Industry

Other Services (ex. Public Admin)

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

2025-10-09

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

KEITER

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$18K	—

Investments

46 direct securities · 1 pooled fund· $26.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$12.0M

1 holding

Common Stocks

$10.9M

30 holdings

Mutual Funds

$2.1M

12 holdings

Common Collective Trusts

$1.6M

3 holdings

Cash / Money Market

$8K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$12.0M	82.5%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stocks	—	—	$2.5M	17.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund	Common Stocks	—	—	$1.6M	11.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund	Common Stocks	—	—	$1.5M	10.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund	Common Collective Trusts	—	—	$1.4M	9.9%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$795K	5.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stocks	—	—	$708K	4.9%
. GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund	Common Stocks	—	—	$604K	4.1%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$544K	3.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund	Common Stocks	—	—	$479K	3.3%
. GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Common Stocks	—	—	$458K	3.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund	Common Stocks	—	—	$400K	2.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund	Common Stocks	—	—	$322K	2.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund	Common Stocks	—	—	$282K	1.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund	Common Stocks	—	—	$259K	1.8%
. GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stocks	—	—	$240K	1.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund	Common Stocks	—	—	$227K	1.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund	Common Stocks	—	—	$196K	1.3%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$191K	1.3%
. GROUP ANNUITY CONTRACT Mutual of America Macquarie VIP Small Cap Value Series 578 . GROUP ANNUITY CONTRACT Mutual of America MFS VIT III Mid Cap Value Portfolio 99 . GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund	Mutual Funds	—	—	$187K	1.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$167K	1.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio	Mutual Funds	—	—	$140K	1.0%
. GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio	Common Stocks	—	—	$126K	0.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund	Common Stocks	—	—	$125K	0.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund	Common Stocks	—	—	$116K	0.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund	Common Stocks	—	—	$111K	0.8%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$95K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund	Common Stocks	—	—	$81K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund	Common Stocks	—	—	$76K	0.5%
Plan Number: 003 . GROUP ANNUITY CONTRACT Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio	Common Stocks	—	—	$75K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund	Common Stocks	—	—	$72K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund	Common Stocks	—	—	$35K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$35K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Asset Manager Portfolio	Mutual Funds	—	—	$35K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund	Common Stocks	—	—	$34K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Equity Index Fund	Common Collective Trusts	—	—	$32K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Value Fund	Common Stocks	—	—	$32K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund	Common Stocks	—	—	$31K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA International Fund	Common Stocks	—	—	$31K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund	Mutual Funds	—	—	$26K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA All America Fund	Common Stocks	—	—	$18K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA US Government Money Market Fund	Cash / Money Market	—	—	$8K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$8K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund	Common Stocks	—	—	$4K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund	Mutual Funds	—	—	$3K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$1K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund	Common Stocks	—	—	$1K	<0.1%