Unity Health Care, Inc. 403(b) Plan
Sponsored by Unity Health Care, Inc. · EIN 521572431 · Plan #001
- Total assets
- $58.0M
- Net assets
- $58.0M
- Active participants
- 771
- With balances
- 1,486
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Variable Annuity Life Insurance Com | Custodial (securities), Investment advisory (participants), Legal | $171,147 |
| Valic Retirement Services Company | Custodial (securities), Investment advisory (participants), Investment management | $1,204 |