Urban Affairs Coalition 403(b) Retirement Plan
Sponsored by Urban Affairs Coalition · EIN 237046393 · Plan #001 · Philadelphia, PA
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 434
- With balances
- 447
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Innovative Investment Fiduciaries, Llc CRD 159814 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bpas | Contract administrator, Recordkeeping, Custodial (other) | $49,406 |
| Innovative Investment Fiduciaries | Investment advisory (participants), Investment advisory (plan), Investment management | $29,514 |