Heart Of Texas Goodwill Industries 403 B Plan
Sponsored by Heart Of Texas Goodwill Industries Inc. · EIN 741238443 · Plan #001
- Total assets
- $1.5M
- Net assets
- $1.5M
- Active participants
- 444
- With balances
- 60
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Fncl Srvs | Investment advisory (participants), Investment advisory (plan), Investment management | $5,835 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $3,177 |