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Original filing (PDF)20250730091737NAL0009780114001
CHATTANOOGA GOODWILL INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
GOODWILL INDUSTRIES OF THE GREATER CHATTANOOGA AREA 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
177
Accounts w/ balance
207
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
85
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Voya Financial 2040 Retirement Fund" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHATTANOOGA GOODWILL INDUSTRIES, INC..
Plan sponsor
Name
CHATTANOOGA GOODWILL INDUSTRIES, INC.
EIN
62-0544853
Address
6104 PRESERVATION DRIVE · CHATTANOOGA, TN · 37416
Phone
(423) 629-2501
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
ERISA 3(16) SERVICES
EIN
81-2035355
City
KNOXVILLE, TN
Phone
(865) 966-1225
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
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)
Auditor
HENDERSON, HUTCHERSON&MCCULLOUGHPLL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC | — | KNOXVILLE, TN | THIRD PARTY ADMINISTRATO | $0 | — |
Investments
15 direct securities · 2 pooled funds· $2.6M(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.
Uncategorized
$1.3M
15 holdings
Pooled Separate Account
$1.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.3M | 100.0% | |
| Voya Financial 2040 Retirement Fund | — | — | — | $387K | 30.2% | |
| Voya Financial 2050 Retirement Fund | — | — | — | $226K | 17.6% | |
| Voya Financial 2035 Retirement Fund | — | — | — | $216K | 16.8% | |
| Voya Financial 2025 Retirement Fund | — | — | — | $177K | 13.8% | |
| Voya Financial 2030 Retirement Fund | — | — | — | $96K | 7.5% | |
| Voya Financial 2055 Retirement Fund | — | — | — | $54K | 4.2% | |
| Voya Financial 2020 Retirement Fund | — | — | — | $38K | 2.9% | |
| Voya Financial 2045 Retirement Fund | — | — | — | $24K | 1.9% | |
| Voya Financial 2060 Retirement Fund | — | — | — | $21K | 1.6% | |
| Voya Financial 2065 Retirement Fund | — | — | — | $19K | 1.4% | |
| Voya Financial 2010 Retirement Fund | — | — | — | $16K | 1.2% | |
| AllianceBernstein Large Cap Growth Fund ** 423 * Voya Financial Government Money Market Fund | — | — | — | $5K | 0.4% | |
| Voya Financial 2015 Retirement Fund | — | — | — | $5K | 0.4% | |
| Withheld Remitted $ 423 11/17/2022 6/7/2023 - 423 1,964 5/6/2023 11/10/2023 - | — | — | — | $2K | 0.2% | |
| 1,647 8/3/2023 8/17/2023 - | — | — | — | $2K | 0.1% | |
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |