Goodwill Of San Antonio Retirement Savings Plan
Sponsored by Goodwill Industries Of San Antonio · EIN 741238444 · Plan #002
- Total assets
- $28.1M
- Net assets
- $27.9M
- Active participants
- 1,873
- With balances
- 2,134
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Benefit Group | Recordkeeping, Consulting (general), Participant loan processing | $252,429 |
| Matrix Trust Company | Custodial (other), Recordkeeping, Trustee (institutional) | $20,327 |
| Baker Tilly, Us, Llp | Accounting | $7,735 |