Goodwin University Savings And Retirement Plan
Sponsored by Goodwin University, Inc. · EIN 061627882 · Plan #001
- Total assets
- $31.2M
- Net assets
- $31.2M
- Active participants
- 852
- With balances
- 821
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cohn Reznick | Accounting | $109,150 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $39,230 |
| Empower Advisory Group, Llc | Investment management | $17,685 |
| Pension Consultants, Inc. | Contract administrator | $8,334 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $5,652 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |