How big is Gulfstream Goodwill Industries' plan?

Gulfstream Goodwill Industries' plan reported $8.4M in assets and 679 participants for 2024.

Original filing (PDF)20251015170456NAL0005207585001

Gulfstream Goodwill Industries

Name: Gulfstream Goodwill Industries — 403(b) Thrift Plan, Form 5500 (2024)
Creator: Gulfstream Goodwill Industries
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan of Gulfstream Goodwill, Inc.

401(k) retirement plan · Gulfstream Goodwill Industries' 403(b) Thrift Plan of Gulfstream Goodwill, Inc. held $8.4M in plan assets for 679 participants in 2024, with Mutual of America as recordkeeper.

Signals · 2

Late participant contributions34% employer stock

Active participants

679

Accounts w/ balance

508

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

People on this filing

Karen Davidson signed Gulfstream Goodwill Industries' 2024 Form 5500 as plan administrator.

Karen Davidson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gulfstream Goodwill Industries' EIN is 59-1197040.

EIN 59-1197040

Plan number 004

Plan year 2024

ACK ID 20251015170456NAL0005207585001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gulfstream Goodwill Industries from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gulfstream Goodwill Industries' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

27 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) — 92K (17% of contributions).
Total administrative cost in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

GULFSTREAM GOODWILL INDUSTRIES

EIN

all filings

Address

1715 TIFFANY DR E · WEST PALM BEACH, FL · 33407

Phone

(561) 848-7200

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$40K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC	—	SANTA MONICA, CA	FIDUCIARY ADVISOR	$22K	—

Investments

27 direct securities· $8.4M(100% of reported assets)

Common Stocks

$2.9M

13 holdings

Other securities

$2.5M

4 holdings

Mutual Funds

$1.9M

6 holdings

Common Collective Trusts

$1.0M

3 holdings

Bonds / Notes

$66K

1 holding

					% of plan
. MUTUAL FUND Mutual of America Vanguard Treasury Money Market Investor	Mutual Funds	—	—	$1.6M	18.9%
DWS Capital Growth R6	Other securities	—	—	$1.3M	15.2%
Mutual of America Life Insurance Company MoA Clear Passage 2035 Fund	Common Stocks	—	—	$867K	10.3%
. MUTUAL FUND Mutual of America MoA Clear Passage 2030 Fund	Other securities	—	—	$673K	8.0%
Mutual of America Life Insurance Company Mutual of America Mid-Cap Equity Index	Common Collective Trusts	—	—	$538K	6.4%
Mutual of America Life Insurance Company Mutual of America Equity Index	Common Collective Trusts	—	—	$468K	5.6%
BlackRock Mid-Cap Growth Equity K	Other securities	—	—	$453K	5.4%
Mutual of America Life Insurance Company MoA Clear Passage 2045 Fund	Common Stocks	—	—	$365K	4.4%
Mutual of America Life Insurance Company MoA Clear Passage 2020 Fund	Common Stocks	—	—	$326K	3.9%
Mutual of America Life Insurance Company MoA Clear Passage 2025 Fund	Common Stocks	—	—	$247K	2.9%
Dodge & Cox Dodge & Cox Stock Fund	Mutual Funds	—	—	$246K	2.9%
Mutual of America Life Insurance Company MoA Clear Passage 2040 Fund	Common Stocks	—	—	$231K	2.8%
Mutual of America Life Insurance Company MoA Clear Passage 2050 Fund	Common Stocks	—	—	$196K	2.3%
Mutual of America Life Insurance Company Mutual of America International	Common Stocks	—	—	$171K	2.0%
Mutual of America Life Insurance Company Mutual of America Small Cap Growth	Common Stocks	—	—	$128K	1.5%
Mutual of America Life Insurance Company MoA Clear Passage 2055 Fund	Common Stocks	—	—	$125K	1.5%
Mutual of America Life Insurance Company Mutual of America Bond Fund	Common Stocks	—	—	$97K	1.2%
MFS Mid Cap Value R6	Mutual Funds	—	—	$73K	0.9%
Mutual of America Life Insurance Company MoA Clear Passage 2015 Fund 1 Participant Loans Rates of interest range from 3.25% - 9.50%	Bonds / Notes	—	—	$66K	0.8%
Delaware Small Cap Value R6	Other securities	—	—	$50K	0.6%
Mutual of America Life Insurance Company MoA Clear Passage 2060 Fund	Common Stocks	—	—	$48K	0.6%
Mutual of America Life Insurance Company MoA Clear Passage 2065 Fund	Common Stocks	—	—	$44K	0.5%
Mutual of America Life Insurance Company Mutual of America Retirement Income	Common Stocks	—	—	$41K	0.5%
Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$40K	0.5%
Mutual of America Life Insurance Company Mutual of America Small Cap Equity Index	Common Collective Trusts	—	—	$22K	0.3%
PIMCO Real Return Instl	Mutual Funds	—	—	$2K	<0.1%
American Funds American Funds New World R6	Mutual Funds	—	—	$1K	<0.1%