Goodwill Industries Of Middle Tennessee Retirement Plan
Sponsored by Goodwill Industries Of Middle Tennessee, Inc. · EIN 620599413 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 1,343
- With balances
- 591
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 98% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 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 | $69,125 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan), Other fees | $0 |
| Robert W. Baird & Co. Incorporated | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |