Goodwill Industries Of Southern California, Inc. 403(b) Thrift Plan
Sponsored by Goodwill Industries Of Southern California, Inc. · EIN 951641441 · Plan #002
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 2,794
- With balances
- 866
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Other services, Investment advisory (participants), Investment advisory (plan) | $41,202 |
| National Benefit Services, Llc | Participant loan processing, Recordkeeping fees, Recordkeeping | $14,553 |
| Proaccount | Investment advisory (participants) | $3,535 |
| Nationwide | Recordkeeping, Recordkeeping fees, Other fees | $1,019 |