United Zion Retirement Community 403(b) Retirement
Sponsored by United Zion Retirement Community · EIN 231365176 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 135
- With balances
- 108
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 |
|---|---|---|
| Pa Retirement Solutions | Contract administrator, Participant loan processing, Distribution (12b-1) fees | $1,400 |
| Nationwide | Contract administrator, Trustee (institutional), Direct payment from the plan | $487 |