Pension Plan Of United Way Worldwide
Sponsored by United Way Worldwide · EIN 131635294 · Plan #333
- Total assets
- $31.5M
- Net assets
- $31.5M
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | fuzzy_auto · 96% | 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 | $111,816 |
| Principal Global Investors, Llc | Investment advisory (plan), Direct payment from the plan | $17,007 |
| Kestra Advisory Svc Llc | Investment advisory (plan), Direct payment from the plan | $10,000 |