AUMdb

Goodwill Industries Of Southeast Louisiana, Inc. 403(b) Plan

Sponsored by Goodwill Industries Of Southeast Louisiana, Inc · EIN 720546906 · Plan #001

Total assets
$1.9M
Net assets
$1.9M
Active participants
842
With balances
123

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
Beacon Asset Management Llc CRD 146410 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Touchstone Retriement Group, Llc Recordkeeping, Participant loan processing, Direct payment from the plan $26,758
Beam Asset Management Investment advisory (participants), Investment advisory (plan) $12,621