United Way Of Greater Cleveland 403(b) Retirement Plan
Sponsored by United Way Of Greater Cleveland · EIN 346516654 · Plan #003
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 96
- With balances
- 145
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $42,513 |
| Global Retirement Partners Llc | Investment advisory (plan) | $20,204 |
| Cbiz Benefits & Ins Services Inc | Other fees | $0 |