Goodwill Of North Georgia, Inc Tax Deferred Annuity Plan
Sponsored by Goodwill Of North Georgia, Inc · EIN 208351046 · Plan #001
- Total assets
- $27.9M
- Net assets
- $27.9M
- Active participants
- 3,514
- With balances
- 1,708
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $21,609 |
| Cambridge Investment Research | Investment advisory (plan) | $5,025 |