Goodwill Industries Of Central Texas 403(b) Tda Plan
Sponsored by Goodwill Industries Of Central Texas · EIN 741322808 · Plan #001
- Total assets
- $13.4M
- Net assets
- $13.1M
- Active participants
- 2,135
- With balances
- 442
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, Default investment account (QDIA)
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Participant loan processing | $59,427 |
| Global Retirement Partners, Llc | Investment advisory (participants), Investment advisory (plan) | $29,414 |