Utah Food Bank 403(b) Plan
Sponsored by Utah Food Bank · EIN 870212453 · Plan #002
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 177
- With balances
- 130
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping fees | $19,949 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $17,904 |