Ucp Of Central Florida 403(b) Plan
Sponsored by United Cerebral Palsy Of Central Florida · EIN 590799925 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 715
- With balances
- 289
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | 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 | $35,549 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Other fees | $0 |