Sherrie Ondash signed Goodwill Industries Suncoast, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goodwill Industries Suncoast, Inc.'s EIN is 59-0718492.
Download the official 2024 Form 5500 (PDF) for Goodwill Industries Suncoast, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goodwill Industries Suncoast, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | RECORDKEEPER | $64K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB Large AB Large Cap Growth Z | Mutual Funds | — | — | $6.8M | 37.3% | |
| s * Standard Insurance Company The Standard Stable Asset II, crediting interest rate of 3% to 3.1% | Guaranteed Income / GIC | — | — | $2.9M | 16.1% | |
| Metropolitan Life MetLife Growth Plus Account, crediting interest rate of 3% to 4.05% | Bonds / Notes | — | — | $2.5M | 13.5% | |
| Principal Equity Income Inst | Other securities | — | — | $1.8M | 9.6% | |
| T. Rowe Price T. Rowe Price Balanced I | Other securities | — | — | $1.5M | 8.4% | |
| Janus Henderson Group Janus Henderson Overseas N | Mutual Funds | — | — | $776K | 4.2% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $424K | 2.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $424K | 2.3% | |
| Jpmorgan Small Cap Growth R5 | Other securities | — | — | $219K | 1.2% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $185K | 1.0% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $104K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | Other securities | — | — | $88K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | Other securities | — | — | $65K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | Other securities | — | — | $62K | 0.3% | |
| Nuveen Mid Cap Value I | Mutual Funds | — | — | $62K | 0.3% | |
| MFS New Discovery Value R6 | Mutual Funds | — | — | $57K | 0.3% | |
| Metropolitan Life Fixed Int Acct (Loan Collateral), crediting interest rate of 4% to 6% | Other securities | — | — | $56K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | Other securities | — | — | $50K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | Other securities | — | — | $46K | 0.3% | |
| Charles Schwab Small Cap Index | Mutual Funds | — | — | $35K | 0.2% | |
| American Funds American Funds Capital World Bond R6 | Mutual Funds | — | — | $32K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | Other securities | — | — | $28K | 0.2% | |
| iShare iShares Russell Mid-Cap Index K | Other securities | — | — | $20K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | Other securities | — | — | $14K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | Other securities | — | — | $5K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | Other securities | — | — | $4K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 | Other securities | — | — | $3K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2010 | Other securities | — | — | $3K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2005 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
