Original filing (PDF)20251001125524NAL0014277680001

GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC.

Name: GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. — GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC.

Form 5500

FILING_RECEIVED

GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. RETIREMENT PLAN

401(k) retirement plan

Signals · 4

Late participant contributions83% employer stock~88 bps in Sched C feesNo recordkeeper disclosed

Active participants

1,235

Accounts w/ balance

1,365

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade D

Below-average — multiple flags

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC..

Plan sponsor

Name

GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC.

EIN

56-0844639

Address

5301 WILKINSON BLVD · CHARLOTTE, NC · 282085455

Phone

(704) 332-0338

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CHERRY BEKAERT LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT INC.	33-0905143	—	INVESTMENT ADVISORY	$15K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$121K	—

Investments

36 direct securities· $15.4M(100% of reported assets)

Common Stock

$12.8M

24 holdings

Other securities

$2.7M

12 holdings

					% of plan
Vanguard Group Vanguard Treasury Mm Inv Fd	Common Stock	—	$1.9M	$1.9M	12.7%
Vanguard Group Vgd Inter-Term Inv-Grd Adm Fd	Common Stock	—	$1.6M	$1.5M	9.9%
Vanguard Group Vanguard Ttl Bd Mkt Idx Adm Fd 842 Vanguard Group Vanguard Value Index Adm Fund	Common Stock	—	$1.1M	$1.3M	8.3%
Vanguard Group Vanguard Equity-Inc Adm Fund	Common Stock	—	$1.3M	$1.3M	8.2%
Vanguard Group Vanguard Growth Index Adm Fund	Common Stock	—	$681K	$1.0M	6.8%
MFS Investment Management MFS Mass Inv Growth Stk R6 Fd	Other securities	—	$771K	$887K	5.8%
Vanguard Group Vanguard Tgt Rmt 2035 Inv Fund	Common Stock	—	$637K	$700K	4.5%
Vanguard Group Vanguard Tgt Rmt 2030 Inv Fund	Common Stock	—	$647K	$694K	4.5%
Dimensional Fund Advisors Dfa Us Smcap Value I Fund	Other securities	—	$473K	$542K	3.5%
Vanguard Group Vanguard St Bd Index Admirl Fd	Common Stock	—	$536K	$526K	3.4%
Vanguard Group Vanguard Tgt Rmt 2040 Inv Fund	Common Stock	—	$462K	$512K	3.3%
Vanguard Group Vanguard Tgt Rmt 2050 Inv Fund	Common Stock	—	$320K	$369K	2.4%
Vanguard Group Vgd Infl-Prot Sec Adm Fund	Common Stock	—	$424K	$361K	2.3%
The American Funds Am Fds Europacific Grth R6 Fd	Other securities	—	$379K	$358K	2.3%
Vanguard Group Vanguard Intl Value Inv Fund	Common Stock	—	$363K	$340K	2.2%
Vanguard Group Vanguard Hi-Yld Corp Adm Fund	Common Stock	—	$330K	$320K	2.1%
Vanguard Group Vanguard Tgt Rmt 2045 Inv Fund	Common Stock	—	$265K	$301K	2.0%
Vanguard Treasury Mm Inv Fd 447	Other securities	—	—	$262K	1.7%
Vanguard Group Vanguard Explorer Admiral Fund	Common Stock	—	$252K	$259K	1.7%
T. Rowe Price Funds T. R Price Mid-Cap Val I Fd	Other securities	—	$252K	$245K	1.6%
Vanguard Group Vangd Ttl Intl Bond Idx Adm Fd	Common Stock	—	$262K	$244K	1.6%
Vanguard Group Vanguard Tgt Rmt 2060 Inv Fund	Common Stock	—	$200K	$227K	1.5%
Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund	Common Stock	—	$192K	$185K	1.2%
Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund	Common Stock	—	$176K	$178K	1.2%
Vanguard Group Vanguard Emg Mk Stk Idx Adm Fd	Common Stock	—	$186K	$176K	1.1%
Neuberger Berman Management Nb Mid Cap Grwth R6 Fund	Other securities	—	$165K	$175K	1.1%
Vanguard Group Vanguard Tgt Rmt 2065 Inv Fund	Common Stock	—	$135K	$150K	1.0%
Vanguard Group Vanguard Tgt Rmt 2070 Inv Fund	Common Stock	—	$77K	$84K	0.5%
(E)	Other securities	—	$39K	$84K	0.5%
Vanguard Group Vanguard 500 Index Admiral Fd	Common Stock	—	$50K	$63K	0.4%
(E)	Other securities	—	—	$63K	0.4%
Vanguard Group Vanguard Tgt Rmt Inc Inv Fund	Common Stock	—	$39K	$39K	0.3%
BlackRock Ishs Russ Md-Cp Index K Fund	Other securities	—	$16K	$17K	0.1%
BlackRock Ishs Russ 2000 Sc Index K Fund	Other securities	—	$14K	$15K	<0.1%
BlackRock Ishares Msci Eafe Int Idx K Fd	Other securities	—	$13K	$13K	<0.1%
Schedule is prepared using the alternative way of reporting (iii) series transactions under DOL Regulation 2520.103-6(d)(2).	Other securities	—	—	$3K	<0.1%