W.E. Upjohn Institute For Employment Research 403(b) Dc Plan
Sponsored by W.E. Upjohn Institute For Employment Research · EIN 381360419 · Plan #003
- Total assets
- $50.3M
- Net assets
- $50.3M
- Active participants
- 111
- With balances
- 198
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment management, Direct payment from the plan, Investment management fees (direct) | $42,000 |
| Tiaa | Recordkeeping, Participant loan processing, Direct payment from the plan | $22,162 |