Department of Labor filing

GOODWYN MILLS CAWOOD, LLC

GOODWYN MILLS CAWOOD, LLC 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

39filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$3,191

Reported employer contributions per active participant.

Higher than about 51% of comparable plans

#People in the filing

643

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$240 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 10% of comparable plans

↗Investment performance

Not available

Plan assets changed 22.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202439out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions51st percentileTypical peer $3,106 · based on 1,380 comparable plans

Lower reported administrative expense10th percentileTypical peer $113 · based on 1,398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, GOODWYN MILLS CAWOOD, LLC reported $2,051,892 in employer contributions across the plan and 643 active participants. That works out to $3,191 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 7.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 15.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context39/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,051,892
Participant contributions: $4,280,066
Other contributions: $817,147
Employer share of reported contributions: 32.4%
Beginning assets: $44,687,293
Ending assets: $54,552,445
Ending net assets: $54,552,445
Ending liabilities: $0
Total income: $13,028,094
Total expenses: $3,162,942
Administrative expenses: $159,152
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,980

2023

$3,438

2024

$3,191

Plan-paid administrative expenses per participant

2022

$284

2023

$200

2024

$240

Active participants

2022

471

2023

539

2024

643

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,191	643	54.6M	20251014080147NAL0003383072001
2023	$3,438	539	44.7M	20241014155744NAL0027791569001
2022	$2,980	471	35.6M	20231016193929NAL0026577619001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 854128572-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1986
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251014080147NAL0003383072001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗