Unity House Of Troy, Inc. 403 B Dc Plan And Tda Plan
Sponsored by Unity House Of Troy, Inc. · EIN 232378930 · Plan #001
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 253
- With balances
- 626
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).
| Firm | Match | Plan year |
|---|---|---|
| Bayou Financial Planning, Llc CRD 331312 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mm Wealth Management | Investment advisory (plan) | $51,880 |
| The Vanguard Group, Inc. | Recordkeeping | $25,067 |