403(b) Thrift Plan For Employees Of United Way Of Greater Rochester And The Finger Lakes, Inc.
Sponsored by United Way Of Greater Rochester And The Finger Lakes · EIN 161015782 · Plan #003
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 101
- With balances
- 154
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Mutual Of America Investment Corp | Claims processing, Recordkeeping, Participant loan processing | $2,019 |