Ucp Of The North Bay, Inc. 403(b) Retirement Plan
Sponsored by United Cerebral Palsy Of The North Bay, Inc. · EIN 942284940 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 270
- With balances
- 332
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Morgan Stanley Smith Barney | Investment management fees (indirect) | $21,068 |
| Perry And Associates Inc | Investment management fees (indirect) | $2,650 |
| Nationwide | Recordkeeping, Investment management fees (indirect), Custodial (securities) | $1,289 |