Back to filter
Original filing (PDF)20250807115314NAL0003678563001
GOODWILL INDUSTRIAL SERVICES
Form 5500
FILING_RECEIVED
THE CONTRACTORS RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
188
Accounts w/ balance
397
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Contractors Ret Plan Master Trust 103-12 IE" is 100% 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 GOODWILL INDUSTRIAL SERVICES.
Plan sponsor
Name
GOODWILL INDUSTRIAL SERVICES
EIN
84-1273701
Address
1460 GARDEN OF THE GODS ROAD · COLORADO SPRINGS, CO · 80907
Phone
(719) 635-4483
Industry
Constructionsee 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
2025-08-07
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ERICKSON DEMEL & ASSOCIATES, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $3.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CONTRACTORS RET. PLAN MASTER TRUST FRINGE BENEFIT GROUP, INC. · EIN 74-2485507 / PN 001 | 103-12 Investment Entity | — | — | $3.3M | 100.0% |
Related plans
Similar-size Construction plans
K.W. REESE, INC.
K.W. REESE, INC. 401(K) SAVINGS PLAN
$3.3M · 34 participants
SCHROEDER & SCHROEDER, INC.
SCHROEDER & SCHROEDER, INC. 401(K) PLAN & TRUST
$3.3M · 7 participants
FRANK O. ZEISE CONSTRUCTION CO.,INC
ZEISE 401(K) PROFIT SHARING PLAN AND TRUST
$3.3M · 4 participants
HYNES CONCRETE CONTRACTOR, INC.
HYNES CONCRETE CONTRACTOR, INC. CASH BALANCE PLAN
$3.3M · 19 participants
W J MCGUIRE COMPANY
THE W. J. MCGUIRE COMPANY 401(K) PROFIT SHARING PLAN
$3.3M · 54 participants
S & S REFRIGERATION CO. INC.
S & S REFRIGERATION CO. PROFIT SHARING PLAN
$3.3M · 28 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B