Goodwill Easter Seals Miami Valley 403(b) Plan
Sponsored by Goodwill Easter Seals Miami Valley · EIN 310537112 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 1,446
- With balances
- 303
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Dynamic Pension Services, Inc. | Contract administrator | $21,122 |
| Twg Benefits, Inc. | Recordkeeping fees | $19,474 |
| Ironshore Financial, Llc | Investment management fees (direct) | $9,750 |
| Sound Financial Investment Mgmt | Consulting (general) | $9,250 |