United Way Of Greater Atlanta 403(b) Plan
Sponsored by United Way Of Greater Atlanta, Inc · EIN 580566194 · Plan #002
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 148
- With balances
- 216
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 96% | 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 | $39,727 |
| Onedigital Investment Ad | Investment advisory (plan), Direct payment from the plan | $21,749 |