AUMdb

United Health Services, Inc. 403(b) Retirement Plan

Sponsored by United Health Services, Inc. · EIN 222682421 · Plan #002

Total assets
$391M
Net assets
$391M
Active participants
7,279
With balances
7,850

Plan year beginning 01/01/2024 · Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Institutional Plan Services Participant loan processing, Other services, Recordkeeping fees $494,619
Health Assoc Of Ny Benefit Services Consulting fees $225,000
Voya Retirement Advisors Investment advisory (participants) $171,164