Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Goodheart-willcox
Goodheart-willcox 401(k)
- Manufacturing
- Tinley Park, IL
- EIN 36-2135994
- 1 plan with Schedule H financials
- Plan year 2024
- The Goodheart-willcox Company, Inc.
- SEC registrant Goodheart Willcox Co Inc
Administrative expenses excluding investment management, per participant · The Goodheart-willcox Company, Inc. 401(k) Plan and Trust · plan year 2024
$4.10
Higher than 2% of the 24,371 plans $10 to 50M that report it.
Source
= $825 / 201
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251229170106NAL0009905939001, received 2025-12-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251229170106NAL0009905939001, received 2025-12-29
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-05-01 to 2025-04-30, filing received 2025-12-29.
Cost and contributions
Administrative expenses per participant
$4.10
Higher than 1% of the 25,098 plans $10 to 50M that report it.
Source
= $825 / 201
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251229170106NAL0009905939001, received 2025-12-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251229170106NAL0009905939001, received 2025-12-29
Administrative expenses as a share of assets
0.007%
Higher than 2% of the 25,132 plans $10 to 50M that report it.
Source
= $825 / $12,151,092
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251229170106NAL0009905939001, received 2025-12-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251229170106NAL0009905939001, received 2025-12-29
Employer contributions per participant
$2,873
Higher than 70% of the 24,050 plans $10 to 50M that report it.
Source
= $577,508 / 201
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251229170106NAL0009905939001, received 2025-12-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251229170106NAL0009905939001, received 2025-12-29
Employer share of total contributions
19.6%
Higher than 23% of the 24,084 plans $10 to 50M that report it.
Source
= $577,508 / $2,945,619
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251229170106NAL0009905939001, received 2025-12-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251229170106NAL0009905939001, received 2025-12-29
Plan terms, as stated in The Goodheart-willcox Company, Inc.'s SEC filings
Plan terms are described in The Goodheart-willcox Company, Inc.'s SEC filings: Form 10-K filed 1999-07-13. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3F · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251229170106NAL0009905939001, received 2025-12-29
Full record, The Goodheart-willcox Company, Inc. 401(k) Plan and Trust
| Field | Value | Source |
|---|---|---|
| Plan sponsor | THE GOODHEART-WILLCOX COMPANY, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Plan name | THE GOODHEART-WILLCOX COMPANY, INC. 401(K) PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Sponsor EIN / plan number | 36-2135994 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Sponsor location | TINLEY PARK, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Industry (business code) | 323100, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Plan year | 2024-05-01 to 2025-04-30 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Filing received | 2025-12-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Participants, beginning of year | 191 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Active participants | 190 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Participants, end of year | 203 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Participants with an account balance | 201 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Total assets, beginning of year | $8,801,832 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Total assets, end of year | $12,151,092 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Net assets, end of year | $12,151,092 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Total income | $3,692,492 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Net income | $2,813,725 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Employer contributions | $577,508 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Participant contributions | $1,368,334 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Other contributions (incl. rollovers) | $999,777 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Total contributions | $2,945,619 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Benefit payments | $877,942 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Total expenses (incl. benefit payments) | $878,767 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Total administrative expenses | $825 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Contract administrator fees | $825 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Administrative expenses excluding investment management | $825 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Held in common/collective trusts | $9,229,042 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Held in mutual funds | $2,539,338 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251229170106NAL0009905939001, received 2025-12-29 |
| Independent auditor | RSM US LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251229170106NAL0009905939001, received 2025-12-29 |
Position = column in the DOL layout for form year 2024. Filing 20251229170106NAL0009905939001, received 2025-12-29.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 50 Direct payment from the plan; 64 Recordkeeping fees | $825 | yes |
| J.P. MORGAN SECURITIES LLC | INVESTMENT ADVISORY | 27 Investment advisory (plan); 99 Other fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251229170106NAL0009905939001, received 2025-12-29.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $8,801,832 | $12,151,092 | 38.1% |
| Participants with a balance | 185 | 201 | 8.6% |
| Administrative expenses | $975 | $825 | -15.4% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $526,381 | $577,508 | 9.7% |
Prior filing 20241227122925NAL0007217075001, received 2024-12-27; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: THE GOODHEART-WILLCOX COMPANY, INC.; SEC registrant: GOODHEART WILLCOX CO INC (CIK 42504, matched by EIN).