Georgia Legal Services Program Bargaining Unit Employees 403(b) Plan
Sponsored by Georgia Legal Services Program · EIN 581111590 · Plan #002
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 102
- With balances
- 193
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $16,395 |
| Ubs Financial Services, Inc. | Consulting (general), Investment advisory (plan) | $9,480 |