Welcome House Inc. 403 B Plan
Sponsored by Welcome House Inc. · EIN 341793226 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 320
- With balances
- 101
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $595 |
| Ubs Financial Services Inc. | Consulting (general), Consulting fees | $0 |