Goodwill Southern Los Angeles County 403(b) Plan
Sponsored by Goodwill Southern Los Angeles County · EIN 951644017 · Plan #001
- Total assets
- $1.9M
- Net assets
- $1.9M
- Active participants
- 366
- With balances
- 568
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Trilogy Capital, Inc. CRD 281597 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $19,050 |
| Trilogy Capital Inc | Investment advisory (plan), Direct payment from the plan | $9,215 |