United States Fund For Unicef Defined Contribution Retirement Plan
Sponsored by United States Fund For Unicef · EIN 131760110 · Plan #001
- Total assets
- $57.6M
- Net assets
- $57.6M
- Active participants
- 314
- With balances
- 479
Plan year beginning 01/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 98% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 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 | $74,678 |
| Capfinancial Partners,Ll | Investment advisory (plan), Direct payment from the plan | $42,000 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |