AUMdb

Memphis Goodwill Inc. 403 B Retirement Plan

Sponsored by Memphis Goodwill Inc. · EIN 263445007 · Plan #001

Total assets
$1.8M
Net assets
$1.8M
Active participants
592
With balances
319

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
Avantax Retirement Plan Services Recordkeeping, Consulting (general), Investment advisory (participants) $35,264