Conjuan TAO WANG signed Goodwill Industries of Southeastern Wisconsin, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goodwill Industries of Southeastern Wisconsin, Inc.'s EIN is 39-0808491.
Download the official 2024 Form 5500 (PDF) for Goodwill Industries of Southeastern Wisconsin, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goodwill Industries of Southeastern Wisconsin, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $72K | — |
| AXA EQUITABLE LIFE INSURANCE COMPAN | 13-5570651 | — | RECORDKEEPER | $574 | — |
| MUTUAL OF AMERICA LIFE INSURANCE CO | — | NEW YORK, NY | RECORDKEEPER | $290 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11-3658445 | — | CONSULTANT | $12K | — |
| ROBERT W BAIRD INC. | 39-6037917 | — | CONSULTANT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | AUDITOR | $12K | — |
