Original filing (PDF)20250909093452NAL0012803619001

Goodwill Industries of Central Florida, Inc.

Name: Goodwill Industries of Central Florida, Inc. — Form 5500 Plan 002 (2024)
Creator: Goodwill Industries of Central Florida, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Goodwill Industries of Central Florida 403(b) Plan

403(b) retirement plan · Goodwill Industries of Central Florida, Inc.'s Goodwill Industries of Central Florida 403(b) Plan held $13.6M in plan assets for 1,735 participants in 2024, with TIAA as recordkeeper.

Signals · 1

Late participant contributions

Active participants

1,735

Accounts w/ balance

3,029

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 77K (2% of contributions).
Total administrative cost in the bottom quartile of peers (24th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GOODWILL INDUSTRIES OF CENTRAL FLORIDA, INC.

EIN

59-0908166all filings

Address

3191 MAGUIRE BLVD #200 · ORLANDO, FL · 32803

Phone

(407) 235-1533

Industry

Retail Trade

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

2025-09-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

2S · Automatic enrollment

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$65K	—

Investments

23 direct securities· $13.6M(100% of reported assets)

Mutual Funds

$12.6M

16 holdings

Other securities

$489K

4 holdings

Common Collective Trusts

$405K

2 holdings

Stable Value

$154K

1 holding

					% of plan
Vanguard Target Ret 2030 inv Mutual Fund	Mutual Funds	—	—	$2.0M	15.0%
Vanguard Target Ret 2025 inv Mutual Fund	Mutual Funds	—	—	$1.9M	14.2%
Vanguard Target Ret 2035 inv Mutual Fund	Mutual Funds	—	—	$1.5M	11.3%
Vanguard Target Ret 2045 inv Mutual Fund	Mutual Funds	—	—	$1.3M	9.5%
Vanguard Target Ret 2040 inv Mutual Fund	Mutual Funds	—	—	$961K	7.0%
Vanguard Target Ret 2020 inv Mutual Fund	Mutual Funds	—	—	$928K	6.8%
Vanguard Target Ret 2055 inv Mutual Fund	Mutual Funds	—	—	$743K	5.4%
Vanguard Target Ret 2050 inv Mutual Fund	Mutual Funds	—	—	$725K	5.3%
Vanguard Target Ret 2065 inv Mutual Fund	Mutual Funds	—	—	$671K	4.9%
Vanguard Target Ret Income Inv Mutual Fund	Mutual Funds	—	—	$587K	4.3%
Vanguard Target Ret 2060 inv Mutual Fund	Mutual Funds	—	—	$584K	4.3%
Vanguard 500 Idx Adm Mutual Fund	Common Collective Trusts	—	—	$302K	2.2%
Vanguard Target Ret 2070 inv Mutual Fund	Mutual Funds	—	—	$226K	1.7%
American Fd New Perspective R6 Mutual Fund	Other securities	—	—	$209K	1.5%
Columbia Mid Cap Index Inst Mutual Fund	Other securities	—	—	$182K	1.3%
TIAA Stable Value Stable Value Fund	Stable Value	—	—	$154K	1.1%
American Funds Balanced Fd R6 Mutual Fund	Mutual Funds	—	—	$117K	0.9%
Vanguard Small-Cap Idx Adm Mutual Fund	Common Collective Trusts	—	—	$103K	0.8%
MFS International Growth CI R6 Mutual Fund	Mutual Funds	—	—	$93K	0.7%
JP Morgan Growth Advantage R6 Mutual Fund	Other securities	—	—	$86K	0.6%
Putnam Large Cap Value Fund R6 Mutual Fund	Mutual Funds	—	—	$85K	0.6%
Nuveen Core Bond R6 Mutual Fund	Mutual Funds	—	—	$49K	0.4%
DWS RREEF Real Estate Sec A Mutual Fund	Other securities	—	—	$12K	<0.1%