AUMdb

Goodwill Retirement Plan

Sponsored by Goodwill Industries Of Houston, Inc. · EIN 741285095 · Plan #003

Total assets
$4.6M
Net assets
$4.6M
Active participants
869
With balances
540

Plan year beginning 01/01/2024 · Profit-sharing, Age/service weighted or new comparability

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
Benefit Plans Admin Services Recordkeeping, Investment advisory (plan), Participant loan processing $30,138