Edwin Meyer signed Goodwin University, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goodwin University, Inc.'s EIN is 06-1627882.
Download the official 2024 Form 5500 (PDF) for Goodwin University, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goodwin University, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Empower Funds Empower S&P 500 Index Fund | Mutual Funds | — | — | $4.7M | 15.1% | |
| Franklin Templeton Investments Franklin Growth Fund | Mutual Funds | — | — | $2.7M | 8.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $2.4M | 7.5% | |
| * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $2.3M | 7.5% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $2.2M | 7.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $1.7M | 5.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.6M | 5.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.6M | 5.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.4M | 4.5% | |
| Empower Funds Empower International Value Fund | Other securities | — | — | $1.4M | 4.5% | |
| Empower Funds Empower S&P Mid-Cap 400 Index Fund | Common Collective Trusts | — | — | $1.2M | 3.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $1.1M | 3.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $823K | 2.6% | |
| Empower Funds Empower S&P Small-Cap 600 Index Fund | Common Collective Trusts | — | — | $808K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $763K | 2.4% | |
| PIMCO Income Fund | Mutual Funds | — | — | $725K | 2.3% | |
| Empower Funds Empower International Index Fund | Common Collective Trusts | — | — | $715K | 2.3% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $679K | 2.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $665K | 2.1% | |
| Empower Funds Empower SecureFoundation Balanced Fund | Other securities | — | — | $481K | 1.5% | |
| maturing at various dates, secured by participant account balances | Other securities | — | — | $391K | 1.3% | |
| Empower Funds Empower Bond Index Fund | Common Collective Trusts | — | — | $366K | 1.2% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $215K | 0.7% | |
| BlackRock High-Yield Bond Portfolio | Other securities | — | — | $178K | 0.6% | |
| AllianceBernstein Global Bond Fund | Other securities | — | — | $47K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $39K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC. | 06-1504963 | — | CONTRACT ADMIN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHN REZNICK | — | HARTFORD, CT | ACCOUNTING | $109K | — |
