AUMdb

Mers/Missouri Goodwill 403 B Plan

Sponsored by Mers/Missouri Goodwill Industries · EIN 430652657 · Plan #003

Total assets
$10.0M
Net assets
$10.0M
Active participants
1,924
With balances
410

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
Rt Jones Capital Equities Mgmt Inc Investment advisory (participants), Investment advisory (plan), Investment management $9,840
American United Life Insurance Co Recordkeeping, Participant loan processing, Direct payment from the plan $3,612
Cutter And Co Brkg Inc Consulting (general), Consulting fees $0