Original filing (PDF)20250609095906NAL0010899939001

GOODWIN INVESTMENT ADVISORY, LLC

Name: GOODWIN INVESTMENT ADVISORY, LLC — GOODWIN INVESTMENT ADVISORY, LLC RETIREMENT, Form 5500 (2024)
Creator: GOODWIN INVESTMENT ADVISORY, LLC

Form 5500-SF

FILING_RECEIVED

GOODWIN INVESTMENT ADVISORY, LLC RETIREMENT

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODWIN INVESTMENT ADVISORY, LLC.

Plan sponsor

Name

GOODWIN INVESTMENT ADVISORY, LLC

EIN

31-1834039

Address

238 RIVER PARK NORTH DR · WOODSTOCK, GA · 30188

Phone

(678) 741-2370

Industry

Finance & Insurancesee 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

2025-06-09

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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