Defined Benefit Plan For United Way Of New York City
Sponsored by United Way Of New York City · EIN 132617681 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 7
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Usi Consulting Group | Actuarial | $63,050 |
| Principal Trust Company | Recordkeeping, Trustee (institutional), Valuation | $59,735 |