AUMdb

Goodwill Industries Manasota, Inc. Retirement Plan

Sponsored by Goodwill Industries Manasota, Inc. · EIN 592074391 · Plan #002

Total assets
$5.5M
Net assets
$5.5M
Active participants
1,500
With balances
308

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Goodwill Industries Manasota, Inc. Other fees $13,500
First Party Administrators Contract administrator $5,550
Empower Annuity Ins Co Of America Recordkeeping fees $3,824
Empower Advisory Group, Llc Investment management $2,579