Mile High United Way 401(k) Plan
Sponsored by Mile High United Way, Inc. · EIN 840404235 · Plan #002
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 118
- With balances
- 228
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Solutions, Inc CRD 310315 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $25,728 |
| Creative Planning Holding Co., Llc | Investment management | $18,109 |