Original filing (PDF)20251217112847NAL0003785505001

GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC.

Name: GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC. — GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC. 403(B) PLAN, Form 5500 (2024)
Creator: GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC.

Form 5500

FILING_RECEIVED

GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC. 403(B) PLAN

403(b) retirement plan

Signals · 2

Late filing · 1.0 moNo recordkeeper disclosed

Active participants

949

Accounts w/ balance

150

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

How this plan invests

This plan

1 pooled trust

Schedule D

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC..

Plan sponsor

Name

GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC.

EIN

06-0662111

Address

165 OCEAN TERRACE · BRIDGEPORT, CT · 06605

Phone

(203) 368-6511

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

COHNREZNICK LLP

Service providers (Schedule C)

1 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MML INVESTORS SERVICES, LLC	04-2746212	SPRINGFIELD, MA	NONE	$0	—

Investments

49 direct securities · 1 pooled fund· $4.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$2.1M

1 holding

Other securities

$2.0M

47 holdings

Pooled Separate Accounts

$595K

1 holding

U.S. Treasuries

$1K

1 holding

					% of plan
NATIONWIDE SEPERATE ACCOUNT NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000	Pooled Separate Account	—	—	$2.1M	74.2%
Fidelity Investments Fidelity 500 Index Fund	Pooled Separate Accounts	—	—	$595K	21.4%
Nuveen Large-Cap Growth Index Fund	Other securities	—	—	$387K	13.9%
Vanguard Information Technology Fund	Other securities	—	—	$206K	7.4%
Nationwide Loomis Sayles All Cap Growth Fund	Other securities	—	—	$160K	5.8%
MFS Massachusetts Investors Growth Stock Fund	Other securities	—	—	$155K	5.6%
Variable annuities Invesco Technology Investor Fund	Other securities	—	—	$125K	4.5%
Hartford Mutual Funds Hartford Dividend and Growth Fund	Other securities	—	—	$110K	4.0%
Hartford Mutual Funds Hartford Mid-cap HLS Fund	Other securities	—	—	$88K	3.2%
Janus Henderson Janus Henderson Forty Fund	Other securities	—	—	$85K	3.0%
Fixed annuity * Talcott Resolution Life Insurance Company Fixed Account	Other securities	—	—	$72K	2.6%
Nuveen Lifecycle Index 2015 Fund	Other securities	—	—	$67K	2.4%
BlackRock Unconstrained Equity Fund	Other securities	—	—	$62K	2.2%
Vanguard Mid-Cap Index Fund	Other securities	—	—	$49K	1.8%
American Funds American Funds American Balanced Fund	Other securities	—	—	$45K	1.6%
Nuveen Lifecycle Index 2035 Fund	Other securities	—	—	$43K	1.5%
MFS Utilities Fund	Other securities	—	—	$39K	1.4%
Hartford Mutual Funds Hartford Total Return Bond HLS Fund	Other securities	—	—	$34K	1.2%
American Funds American Funds Income Fund	Other securities	—	—	$30K	1.1%
Nuveen Lifecycle Index 2030 Fund	Other securities	—	—	$22K	0.8%
Hartford Mutual Funds Hartford Capital Appreciation HLS Fund	Other securities	—	—	$22K	0.8%
Nuveen Lifecycle Index 2020 Fund	Other securities	—	—	$19K	0.7%
Invesco Diversified Dividend Investor Fund	Other securities	—	—	$18K	0.7%
Janus Henderson Janus Henderson Global Research Fund	Other securities	—	—	$17K	0.6%
Nuveen Lifecycle Index 2025 Fund	Other securities	—	—	$16K	0.6%
Vanguard Small-Cap Index Fund	Other securities	—	—	$14K	0.5%
BlackRock Nuveen Lifecycle Index 2065 Fund	Other securities	—	—	$14K	0.5%
Nuveen Lifecycle Index 2040 Fund	Other securities	—	—	$13K	0.5%
Nuveen Lifecycle Index 2045 Fund	Other securities	—	—	$12K	0.4%
Nuveen Lifecycle Index 2055 Fund	Other securities	—	—	$12K	0.4%
Nuveen Lifecycle Index 2050 Fund	Other securities	—	—	$11K	0.4%
Nuveen Lifecycle Index 2060 Fund	Other securities	—	—	$11K	0.4%
Fidelity Investments Franklin Mutual U.S. Mid-Cap Value Fund	Other securities	—	—	$8K	0.3%
Hartford Mutual Funds Hartford Balanced HLS Fund	Other securities	—	—	$8K	0.3%
BlackRock S&P 500 Index Fund	Other securities	—	—	$6K	0.2%
Janus Henderson Janus Henderson Overseas Fund	Other securities	—	—	$6K	0.2%
Franklin Templeton Investments Templeton Foreign Fund	Other securities	—	—	$4K	0.2%
American Century American Century Equity Income Fund	Other securities	—	—	$4K	0.2%
Invesco Equity and Income Fund	Other securities	—	—	$4K	0.2%
Fidelity Investments Franklin Mutual Fund	Other securities	—	—	$4K	0.1%
Fidelity Investments Franklin Small Mid-Cap Growth Fund	Other securities	—	—	$3K	0.1%
Thornburg Investment Management Thornburg Investment Income Builder Fund	Other securities	—	—	$3K	<0.1%
Hartford Mutual Funds Hartford Dividend and Growth HLS Fund	Other securities	—	—	$2K	<0.1%
MFS High Income Fund	Other securities	—	—	$2K	<0.1%
Hartford Mutual Funds Hartford Ultrashort Bond HLS Fund	U.S. Treasuries	—	—	$1K	<0.1%
Hartford Mutual Funds Hartford Disciplined Equity HLS Fund	Other securities	—	—	$1K	<0.1%
Vanguard Windsor II Fund	Other securities	—	—	$1K	<0.1%
PGIM Investments PGIM High Yield Fund	Other securities	—	—	$1K	<0.1%
Vanguard Energy Index Fund	Other securities	—	—	$1K	<0.1%
Invesco Global Fund	Other securities	—	—	$1K	<0.1%