Goodwill Of Colorado Retirement Savings 403(b) Plan
Sponsored by Goodwill Of Colorado · EIN 840513404 · Plan #001
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 3,268
- With balances
- 1,646
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 |
|---|---|---|
| Ima Advisory Services, Inc. CRD 112091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $115,129 |
| Ima Advisory Services, Inc. | Investment advisory (plan), Direct payment from the plan | $34,973 |
| Goodwill Of Colorado | Accounting, Direct payment from the plan | $7,217 |