Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky 403 B Thrift Plan
Sponsored by Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky · EIN 910686012 · Plan #003
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 495
- With balances
- 489
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $45,000 |
| Usi Consulting Group, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $25,758 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Investment management fees (indirect) | $3,650 |
| Charles Schwab & Co., Inc. | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |