403(b) Thrift Plan Of Goodwill Industries Of Southern Arizona, Inc.
Sponsored by Goodwill Industries Of Southern Arizona, Inc. · EIN 860223401 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 627
- With balances
- 445
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meridian Wealth Management, Llc CRD 285853 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $36,582 |
| Meridian Wealth Management, Llc | Investment management, Shareholder servicing fees | $17,531 |
| Nationwide | Investment management, Shareholder servicing fees | $325 |