AUMdb

Ucp Matched Savings Plan

Sponsored by United Cerebral Palsy Association Of Miami, Inc. And Related Entities · EIN 590637822 · Plan #001

Total assets
$18.9M
Net assets
$18.8M
Active participants
965
With balances
985

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

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
Valic Investment advisory (participants), Participant loan processing, Direct payment from the plan $31,059