AUMdb

Heart Of Florida United Way, Inc. Prototype 401 K Profit Sharing Plan

Sponsored by Heart Of Florida United Way, Inc. · EIN 590808854 · Plan #003

Total assets
$8.8M
Net assets
$8.8M
Active participants
154
With balances
213

Plan year beginning 01/01/2024 · 401(k)

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $3,506