AUMdb

Retirement Accumulation Plan For Employees Of National Urban League

Sponsored by National Urban League · EIN 131840489 · Plan #002

Total assets
$7.9M
Net assets
$7.9M
Active participants
95
With balances
120

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $31,727
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0