AUMdb

401(k) Profit Sharing Plan For Employees Of Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area

Sponsored by Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area · EIN 362167846 · Plan #003

Total assets
$2.7M
Net assets
$2.7M
Active participants
425
With balances
233

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $28,662
Raymond James & Associates, Inc. Investment advisory (plan), Other fees $0