Umatilla Morrow Head Start, Inc. 403(b) Plan
Sponsored by Umatilla Morrow Head Start, Inc. · EIN 930937286 · Plan #002
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 208
- With balances
- 240
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Securities America Advisors, Inc. | Investment advisory (plan) | $22,482 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,618 |