Goodworks, Inc. Federal Contract Retirement Plan
Sponsored by Goodworks, Inc · EIN 522071295 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 81
- With balances
- 283
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Beam Wealth Advisors, Inc. CRD 109867 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Touchstone Retirement Group Llc | Recordkeeping, Recordkeeping fees, Participant loan processing | $38,640 |
| Beam Wealth Advisors, Incan | Investment advisory (plan), Direct payment from the plan | $16,838 |