AUMdb

Goodwill Industries Of Ne Iowa, Inc. 401(k) Profit Sharing Plan

Sponsored by Goodwill Industries Of Ne Iowa, Inc. · EIN 420839399 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
327
With balances
371

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
Accel Wealth Management Llc CRD 286201 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $39,503
Accel Wealth Management Llc Investment advisory (plan), Other fees $0