The Defined Benefit Plan Of United Way Of Greater St. Louis Inc.
Sponsored by United Way Of Greater St. Louis Inc. · EIN 430714167 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 34
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $121,000 |
| United Way Of Greater St | Plan administrator, Direct payment from the plan | $55,495 |
| Principal Global Investors, Llc | Investment advisory (plan), Direct payment from the plan | $10,194 |