AUMdb

403(b) Thrift Plan Of Goodwill Industries Of Southwest Florida, Inc.

Sponsored by Goodwill Industries Of Southwest Florida · EIN 596196141 · Plan #001

Total assets
$5.5M
Net assets
$5.5M
Active participants
1,105
With balances
1,369

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Mutual Of America Sec. Corp Llc Recordkeeping, Participant loan processing, Other services $31,051