The Contractors Retirement Plan
Sponsored by Goodwill Industries Of San Antonio Contract Services · EIN 460688991 · Plan #003
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 490
- With balances
- 781
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Alliance Benefit Group | Recordkeeping, Consulting (general), Participant loan processing | $29,438 |
| Matrix Trust Company | Custodial (other), Recordkeeping, Trustee (institutional) | $1,005 |