The Defined Benefit Pension Plan Of United Way Of Greater Toledo And Affiliated Agencies
Sponsored by United Way Of Greater Toledo · EIN 344427947 · Plan #333
- Total assets
- $34.4M
- Net assets
- $34.4M
- Active participants
- 49
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Usi Consulting Group | Actuarial, Consulting (pension), Direct payment from the plan | $112,516 |
| Mg Trust Co D/B/A Matrix Trust | Trustee (institutional), Direct payment from the plan, Shareholder servicing fees | $34,346 |
| Rehmann Robson Llc | Actuarial, Direct payment from the plan | $12,399 |