AUMdb

Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan

Sponsored by Morgan Memorial Goodwill Industries, Inc. · EIN 042106765 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
490
With balances
179

Plan year beginning 07/01/2024 · 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
Lincoln National Corporation Contract administrator $62,262
Arthur J Gallagher & Co Investment advisory (plan) $21,169
Cbiz Cpas P.C. Accounting $18,800