Goodwill Columbus 403(b) Retirement Plan
Sponsored by Goodwill Columbus · EIN 314379448 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 1,249
- With balances
- 359
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).
| Firm | Match | Plan year |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $30,986 |
| Everhart Financial Group Dba Everha | Investment advisory (plan), Direct payment from the plan | $7,979 |