AUMdb

Union Of Concerned Scientists, Inc. 403 B Plan

Sponsored by Union Of Concerned Scientists, Inc. · EIN 042535767 · Plan #001

Total assets
$67.8M
Net assets
$67.8M
Active participants
223
With balances
485

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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
Hub International, Mid Atlantic Investment management fees (direct) $50,000
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $4,650
Tiaa Participant loan processing, Recordkeeping fees, Account maintenance fees $300