United Methodist Childrens Home 403(b) Plan
Sponsored by United Methodist Childrens Home · EIN 630302145 · Plan #004
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 91
- With balances
- 113
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account
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 |
|---|---|---|
| Lincoln National Corporation | Recordkeeping, Recordkeeping fees, Account maintenance fees | $16,032 |
| Merrill Lynch | Investment advisory (plan) | $8,740 |
| Azalea Administration | Contract administrator | $2,481 |