403(b) Thrift Plan For Employees Of United Way Of Greater Milwaukee & Waukesha County, Inc.
Sponsored by United Way Of Greater Milwaukee & Waukesha County, Inc · EIN 390806190 · Plan #004
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 85
- With balances
- 155
Plan year beginning 01/01/2024 · Total participant-directed account, Profit-sharing, Default investment account (QDIA)
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 | $1,010 |