403 B Thrift Plan For Goodwill Industries Of Orange County, Ca
Sponsored by Goodwill Industries Of Orange County, California · EIN 951644018 · Plan #002
- Total assets
- $31.6M
- Net assets
- $31.6M
- Active participants
- 1,574
- With balances
- 829
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $103,997 |
| Beacon Pointe Advisors Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $45,072 |
| Mutual Of America | Claims processing, Recordkeeping, Participant loan processing | $1,575 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |