Goodwill Industries Of New Mexico 403(b) Plan
Sponsored by Goodwill Industries Of New Mexico · EIN 850107916 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 442
- With balances
- 112
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lakeridge Wealth Management Llc CRD 314071 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (securities) | $14,833 |
| Lakeridge Wealth Management Llc | Investment advisory (participants), Investment management fees (indirect) | $11,800 |
| Newport Group, Inc. | Recordkeeping, Consulting (pension) | $7,967 |