AUMdb

Goodwill Industries Of Central Arizona Retirement Plan

Sponsored by Goodwill Of Central And Northern Arizona · EIN 860104415 · Plan #001

Total assets
$16.8M
Net assets
$16.8M
Active participants
4,968
With balances
1,080

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $81,872
Global Retirement Partners Llc Investment advisory (plan), Other fees $0
Desantiago Pension Consulting Llc Other services, Other fees $0