Filings through Sep 24, 2026.

Retirement plan

Goodfellow Bros., LLC Profit Sharing and 401(k) Plan

Name: GOODFELLOW CIVIL CORP. - GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN (2024) Form 5500
Creator: GOODFELLOW CIVIL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN, GOODFELLOW CIVIL CORP.

Goodfellow Civil Corp.EIN 83-1634200Plan #001PY 2024

P.O. BOX 598 - WENATCHEE, WA 988070598509-662-7111

Other plans on this EIN

1 filing

#002Retirement-$47.6M assets

Prospect flagsHigh assets / participantFailed to transmit contributionsFew collective trustsFund lineup: 14 funds, $121M

Top hat statement on fileNQDC

Filed May 15, 2024

Plan administrator

Goodfellow Civil Corp

Wenatchee, WA 98801

Email Phone

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Plans declared (1)

Goodfellow Civil Corp Deferred Compensation Plan56 emp

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Total assets (EOY)

$174.3M

+12.2% from 2023

Total participants

541

+1.1% from 2023

Average account balance

$340,433

+3.9% from 2023

Annual return

11.88%

-5.59 pp from 2023

Benchmarks

See 1,565 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,565 peers

Snapshot2024

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 26 NORTH LEXINGTON AVENUE · WHITE PLAINS, NY 10601	Advisory (Participants)	$47,692
NWPS2+ years Service code 15 · EIN 91-2090931	Recordkeeping	$33,323
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674	Securities Custodian	$17,535
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638116	Advisory (Participants)	$11,941

Fund lineup

CSV with Pro

14 funds hold $121M of the plan's $174M. From the 2024 filing. Recordkeeper: Northwest Plan Services.

In collective trusts0%median 0% for plans of $50M to $250M (10,699 plans)

In index funds31%median 25% for plans of $50M to $250M (10,699 plans)

In the main target-date series0%median 36% for plans of $50M to $250M (10,699 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$32.6M	27.0%
Vanguard Total Int ST Index-Is Vanguard · Mutual fund Index	Vanguard	Mutual fund	$21.9M	18.2%
Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund	Dodge & Cox	Mutual fund	$11.3M	9.4%
T. Rowe Price Value Fund, Inc. T. Rowe Price Value Fund-I Class T. Rowe Price · Mutual fund	T. Rowe Price	Mutual fund	$9.9M	8.2%
Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$9.6M	7.9%
Dodge & Cox Income Fund Dodge & Cox · Mutual fund	Dodge & Cox	Mutual fund	$9.4M	7.8%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$6.3M	5.2%
JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$4.8M	4.0%
Collective investment trust Morley Stable Value Fund 25 Bps Principal · Stable value Stable value	Principal	Stable value	$3.9M	3.2%
Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund	Allspring	Mutual fund	$3.4M	2.8%

See the other 4 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2T3H2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$110K

$262 / participant

Recordkeeping$33K30.2%
Trustee / custodial$18K15.9%
Investment mgmt$60K54.0%

% of EOY assets

0.063%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

AB FUNDS1 year

Filed as: ALLIANCEBERNSTEIN LP

Service code 26

NORTH LEXINGTON AVENUE · WHITE PLAINS, NY 10601

Advisory (Participants)

$47,692

NWPS2+ years

Service code 15 · EIN 91-2090931

Recordkeeping

$33,323

MATRIX TRUST COMPANY2+ years

Service code 19 · EIN 75-3182674

Securities Custodian

$17,535

UBS FINANCIAL SERVICES INC2+ years

Filed as: UBS FINANCIAL SERVICES, INC.

Service code 26 · EIN 13-2638116

Advisory (Participants)

$11,941

Fund

Dollars

% of funds%

Vanguard Total Stock Market Index Fund Institutional Shares

Vanguard · Mutual fund

$32.6M

27.0%

Vanguard Total Int ST Index-Is

Vanguard · Mutual fund

Index

$21.9M

18.2%

Dodge & Cox International Stock Fund

Dodge & Cox · Mutual fund

$11.3M

9.4%

T. Rowe Price Value Fund, Inc. T. Rowe Price Value Fund-I Class

T. Rowe Price · Mutual fund

$9.9M

8.2%

Vanguard Total Bond Market Index Fund Investor Shares

Vanguard · Mutual fund

Index

$9.6M

7.9%

Dodge & Cox Income Fund

Dodge & Cox · Mutual fund

$9.4M

7.8%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$6.3M

5.2%

JPMorgan Mid Cap Growth Fund Class R6

JPMorgan · Mutual fund

$4.8M

4.0%

Collective investment trust Morley Stable Value Fund 25 Bps

Principal · Stable value

Stable value

$3.9M

3.2%

Allspring Special Mid Cap Value Fund Class R6

Allspring · Mutual fund

$3.4M

2.8%

Goodfellow Bros., LLC Profit Sharing and 401(k) Plan

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Goodfellow Bros., LLC Profit Sharing and 401(k) Plan

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion