Back to filter
Original filing (PDF)20250926090250NAL0008407569001
GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC
Form 5500
FILING_RECEIVED
GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC. 401K PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
236
Accounts w/ balance
235
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC.
Plan sponsor
Name
GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC
EIN
56-0862842
Address
1235 SOUTH EUGENE STREET · GREENSBORO, NC · 274061309
Phone
(336) 275-9801
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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DMJPS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE TRUST | 31-1592130 | COLUMBUS, OH | CUSTODIAN | $2K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | — | SAINT LOUIS, MO | BROKER | $0 | — |
| WELLS FARGO WEALTH BROKERAGE | — | SAINT LOUIS, MO | BROKER DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION GROUP | 20-0235252 | JAMESTOWN, NC | TPA | $4K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | INSURANCE CO. | $898 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON-CO-FID-COMPREHENSIVE | 26-2409128 | SHAWNEE MISSION, KS | CO-FIDUCIARY | $4K | — |
Investments
38 direct securities· $9.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA CREF LIFECYCLE INDEX 2035 INSTITUTIONAL | — | — | — | $990K | 11.0% | |
| TIAA CREF LIFECYCLE INDEX 2025 INSTITUTIONAL | — | — | — | $909K | 10.1% | |
| VANGUARD WINDSOR ADMIRAL | — | — | — | $879K | 9.8% | |
| VANGUARD GNMA FUND ADMIRAL SHARES 950 VANGUARD INFORMATION TECHNOLOGY INDEX FUND | — | — | — | $680K | 7.6% | |
| VICTORY SYCAMORE VICTORY SYCAMORE ESTABLISHED VALUE FUND | — | — | — | $593K | 6.6% | |
| TIAA CREF LIFECYCLE INDEX 2030 INSTITUTIONAL | — | — | — | $555K | 6.2% | |
| NATIONWIDE GENEVA SMALL CAP GROWTH FUND | — | — | — | $535K | 6.0% | |
| TIAA CREF LIFECYCLE INDEX 2040 INSTITUTIONAL | — | — | — | $516K | 5.8% | |
| TIAA CREF LIFECYCLE INDEX 2020 INSTITUTIONAL | — | — | — | $506K | 5.6% | |
| TIAA CREF LIFECYCLE INDEX 2045 INSTITUTIONAL | — | — | — | $469K | 5.2% | |
| TIAA CREF LIFECYCLE INDEX 2050 INSTITUTIONAL | — | — | — | $468K | 5.2% | |
| BAIRD CORE PLUS BOND | — | — | — | $259K | 2.9% | |
| PRINCIPAL MIDCAP FUND R6 869 PUTNAM LARGE CAP GROWTH Y FUND | — | — | — | $239K | 2.7% | |
| ARTISAN INTERNATIONAL VALUE FUND | — | — | — | $198K | 2.2% | |
| DFA INTERNATIONAL LARGE CAP GROWTH | — | — | — | $186K | 2.1% | |
| TIAA CREF LIFECYCLE INDEX 2055 INSTITUTIONAL | — | — | — | $143K | 1.6% | |
| VANGUARD FEDRAL MONEY MARKET INVESTOR | — | — | — | $116K | 1.3% | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | — | — | $108K | 1.2% | |
| TIAA CREF LIFECYCLE INDEX 2060 INSTITUTIONAL | — | — | — | $98K | 1.1% | |
| Fixed Select Contract * NATIONWIDE FIXED SELECT CONTRACT | — | — | — | $78K | 0.9% | |
| TIAA CREF LIFECYCLE INDEX RETIREMENT | — | — | — | $77K | 0.9% | |
| AMERICAN FUNDS AMERICAN FUNDS NEW WORLD FUND | — | — | — | $67K | 0.7% | |
| FIDELITY INFLATION-PROTECTED BOND INDEX FUND | — | — | — | $66K | 0.7% | |
| PIMCO INTERNATIONAL BOND FUND | — | — | — | $45K | 0.5% | |
| AMERICAN FUNDS AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND | — | — | — | $35K | 0.4% | |
| TIAA CREF LIFECYCLE INDEX 2015 INSTITUTIONAL | — | — | — | $35K | 0.4% | |
| FEDERATED HERMES FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND | — | — | — | $17K | 0.2% | |
| VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND | — | — | — | $17K | 0.2% | |
| FEDERATED HERMES FEDERATED HERMES SHINTDTLRTBD INSTITUTION 641 FIDELITY 500 INDEX FUND | — | — | — | $16K | 0.2% | |
| BLACKROCK STRATEGIC INCOME OPPORTUNITIES FUND 985 BROWN ADVISORY BROWN ADVISORY SUSTAINABLE GROWTH FUND | — | — | — | $16K | 0.2% | |
| COHEN & STEERS REAL ESTATE SECURITIES FUND | — | — | — | $15K | 0.2% | |
| VANGUARD SHORT-TERM FEDERAL ADMIRAL 637 VANGUARD TARGET RETIREMENT 2055 FUND | — | — | — | $10K | 0.1% | |
| IMPAX ASSET MANAGEMENT IMPAX SUSTAINABLE ALLOCATION FUND INVESTOR CLASS 345 TIAA CREF LIFECYCLE INDEX 2010 INSTITUTIONAL | — | — | — | $9K | 0.1% | |
| TIAA CREF LIFECYCLE INDEX 2065 INSTITUTIONAL | — | — | — | $8K | <0.1% | |
| SSGA STATE STREET BALANCED INDEX FUND - CLASS K | — | — | — | $3K | <0.1% | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | — | — | — | $1K | <0.1% | |
| FIDELITY US BOND INDEX FUND | — | — | — | $1K | <0.1% | |
| CALVERT INTERNATIONAL EQUITY FUND | — | — | — | $1K | <0.1% |