United Way Worldwide Tax Deferred Savings Plan
Sponsored by United Way Worldwide · EIN 131635294 · Plan #002
- Total assets
- $45.0M
- Net assets
- $45.0M
- Active participants
- 247
- With balances
- 327
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $45,011 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $21,993 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $0 |