Goodwill Industries, Inc. Omaha Retirement Plan
Sponsored by Goodwill Industries, Inc. · EIN 470378996 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 849
- With balances
- 340
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance And Annui | Investment advisory (participants), Recordkeeping fees | $330 |
| Morningstar Investment Management | Investment advisory (participants) | $73 |
| Hub Investment Advisors, Inc | Other fees | $0 |
| Ascensus | Other services | $0 |