The Unity Council 403(b) Plan
Sponsored by Spanish Speaking Unity Council Of Alameda County · EIN 941670490 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 325
- With balances
- 415
Plan year beginning 10/01/2024 · 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Claims processing, Custodial (securities), Investment management | $39,868 |
| Farmer & Betts | Claims processing, Custodial (securities), Investment management | $8,632 |
| Proaccount | Investment advisory (participants), Investment advisory (plan), Investment management | $3,690 |
| Nationwide | Investment management, Investment management fees (direct), Investment management fees (indirect) | $94 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |