What public Form 5500 filings show about the Goodwill Industries of Northern Illinois and Wisconsin Stateline Area 401(k) plan — and how to find and check your own account.
Goodwill Industries of Northern Illinois and Wisconsin Stateline Area (EIN 36-2167846) reports 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF NORTHERN ILLINOIS AND WISCONSIN STATELINE AREA on its most recent Form 5500, with $3.5M in plan assets across 492 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Goodwill Industries of Northern Illinois and Wisconsin Stateline Area filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Goodwill Industries of Northern Illinois and Wisconsin Stateline Area 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, RAYMOND JAMES & ASSOCIATES.
