The Pension Plan Of United Way Of Greater Atlanta, Inc.
Sponsored by United Way Of Greater Atlanta, Inc. · EIN 580566194 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 57
- With balances
- 0
Plan year beginning 01/01/2024
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan), Investment management fees (direct) | $28,000 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional) | $8,915 |