Work, Inc. 403(b) Plan
Sponsored by Work, Inc. · EIN 237100726 · Plan #002 · Dorchester, MA
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 445
- With balances
- 155
Plan year beginning 01/01/2024 · Total participant-directed account
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 |
|---|---|---|
| Fidelity Investments | Recordkeeping fees, Account maintenance fees | $1,190 |
| Voya Retirement Insurance And Annui | Sub-transfer agency fees, Insurance mortality and expense, Recordkeeping fees | $0 |
| Voya Mutual Funds | Investment management, Investment management fees (indirect), Distribution (12b-1) fees | $0 |