403(b) Thrift Plan For United Way For Southeastern Michigan
Sponsored by United Way For Southeastern Michigan · EIN 203099071 · Plan #005
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 158
- With balances
- 266
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
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 |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $35,949 |
| Captrust Financial Advisor | Investment advisory (plan), Investment management fees (direct) | $23,533 |