AUMdb

Goodwill Specialty Services, Inc. Government Contractors Savings Plan

Sponsored by Goodwill Specialty Services, Inc. · EIN 470818929 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
123
With balances
170

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance And Annui Investment advisory (participants) $75,771
Morningstar Investment Managemeny Investment advisory (participants) $8
Hub Investment Advisors, Inc Other fees $0
Ascensus Other services $0