AUMdb

Goodwill Of Central And Southern Indiana Inc. Employee Retirement Savings Plan

Sponsored by Goodwill Of Central And Southern Indiana Inc. · EIN 350893506 · Plan #002

Total assets
$31.1M
Net assets
$31.1M
Active participants
4,935
With balances
5,473

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

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

Firm Match Plan year
Procourse Fiduciary Advisors, Llc CRD 164328 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
American United Life Insurance Co Recordkeeping, Participant loan processing, Direct payment from the plan $107,561
Mj Retirement Investment advisory (participants), Investment advisory (plan), Investment management $16,630