Defined Benefit Pension Plan Of The Union Settlement Association
Sponsored by Union Settlement Association, Inc. · EIN 131632530 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 13
- 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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $50,900 |
| Merrill Lynch | Contract administrator, Recordkeeping fees | $37,208 |