Upac 403 B Plan
Sponsored by Union Of Pan Asian Communities Upac · EIN 237279074 · Plan #001 · San Diego, CA
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 191
- With balances
- 200
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Investment management fees (indirect), Other insurance wrap fees | $2,896 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 07/01/2024 | $4.7M | 191 | ack 20260218172526NAL0007911377001 |
| 01/01/2024 | $3.8M | 223 | ack 20250411131200NAL0036021296001 |