Goodwill Industries Of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan
Sponsored by Goodwill Industries Of Southeastern Wisconsin, Inc. · EIN 390808491 · Plan #001
- Total assets
- $55.4M
- Net assets
- $55.4M
- Active participants
- 1,996
- With balances
- 2,861
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).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $144,182 |
| Morgan Stanley | Consulting (general), Consulting fees | $36,236 |
| Robert W Baird, Inc. | Consulting (general), Consulting fees | $16,738 |
| Clifton Larson Allen Llp | Accounting, Direct payment from the plan | $14,490 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |