AUMdb

403(b) Plan For United Way Of Greater St. Louis, Inc.

Sponsored by United Way Of Greater St. Louis, Inc. · EIN 430714167 · Plan #002

Total assets
$9.7M
Net assets
$9.7M
Active participants
132
With balances
190

Plan year beginning 01/01/2024 · Profit-sharing, 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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $18,975
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $25
Mutual Of America Life Insurance Co Claims processing, Recordkeeping, Account maintenance fees $16