403(b) Thrift Plan For Employees Of The United Way Of Southern Pennsylvania
Sponsored by The United Way Of Southwestern Pennsylvania · EIN 251043578 · Plan #002
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 89
- With balances
- 152
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $11,855 |
| First National Trust Company | Investment advisory (plan) | $9,891 |
| Empower Advisory Group, Llc | Investment management | $7 |