United Way Miami 401(k) Plan
Sponsored by United Way Miami, Inc. · EIN 590830840 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 223
- With balances
- 289
Plan year beginning 01/15/2024 · 401(k)
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, Participant loan processing, Direct payment from the plan | $17,999 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $11,449 |
| Merrill Lynch | Investment advisory (participants), Direct payment from the plan | $5,983 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |