Pension Plan For Employees Of United Way, Inc.
Sponsored by United Way, Inc. · EIN 952274801 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 65
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Ascensus | Actuarial, Direct payment from the plan | $53,450 |
| Canterbury Consulting, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $44,576 |
| U.S. Bank, N.A. | Trustee (directed), Direct payment from the plan | $27,563 |
| Miller, Kaplan, Arase & Co., Llp | Accounting, Direct payment from the plan | $14,250 |