Goodwill Industries Of Southeastern Wisconsin, Inc. 403(b) Plan
Sponsored by Goodwill Industries Of Southeastern Wisconsin, Inc. · EIN 390808491 · Plan #002
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 6,652
- With balances
- 866
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Mutual Of America Life Insurance Company CRD 15356 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $71,501 |
| Morgan Stanley | Consulting (general), Consulting fees | $12,048 |
| Clifton Larson Allen Llp | Accounting, Direct payment from the plan | $11,970 |
| Robert W Baird Inc. | Consulting (general), Consulting fees | $7,943 |
| Axa Equitable Life Insurance Compan | Trustee (directed), Investment management, Participant loan processing | $574 |
| Mutual Of America Life Insurance Co | Investment management, Direct payment from the plan | $290 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |