AUMdb

Goodwill Industries Of Central North Carolina, Inc. 401 K Plan

Sponsored by Goodwill Industries Of Central North Carolina, Inc · EIN 560862842 · Plan #001

Total assets
$9.0M
Net assets
$9.0M
Active participants
236
With balances
235

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Iron Co Fid Comprehensive Named fiduciary $4,491
Trinity Pension Group Contract administrator $3,949
Nationwide Trust Investment management fees (direct), Investment management fees (indirect) $1,638
Nationwide Life Insurance Company Insurance services $898
Wells Fargo Advisors Investment advisory (participants), Investment advisory (plan) $0
Wells Fargo Wealth Brokerage Securities brokerage $0