Goodwill Central Coast's EIN is 94-1254638.
Download the official 2024 Form 5500 (PDF) for Goodwill Central Coast from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goodwill Central Coast'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.2M | 23.7% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $751K | 14.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $580K | 11.2% | |
| Fully benefit-responsive investment contracts Stable Asset Fund A -- | Other securities | — | — | $485K | 9.3% | |
| MFS International Growth | Mutual Funds | — | — | $411K | 7.9% | |
| JP Morgan US Value R6 | Other securities | — | — | $390K | 7.5% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $243K | 4.7% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $176K | 3.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $170K | 3.3% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $148K | 2.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $113K | 2.2% | |
| JP Morgan JPMorgan US Equity | Other securities | — | — | $87K | 1.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $79K | 1.5% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $75K | 1.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $66K | 1.3% | |
| Cash - non-interest-bearing ** 4 Mutual funds American Century Ultra R6 | Cash / Money Market | — | — | $57K | 1.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $36K | 0.7% | |
| American Funds Balanced Fund ** 4 BNY Mellon International Stock Index Fund | Common Collective Trusts | — | — | $36K | 0.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $22K | 0.4% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $15K | 0.3% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $13K | 0.2% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
