United Way Of Greater Cincinnati 403(b) Plan
Sponsored by United Way Of Greater Cincinnati · EIN 310537502 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 97
- With balances
- 117
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
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 | $16,913 |
| Pnc Bank Na | Investment advisory (plan) | $13,132 |
| United Way Of Greater Cincinnati | Other fees | $10,500 |
| Empower Advisory Group, Llc | Investment management | $1,714 |