Unity Limited Partnership 403(b) Plan
Sponsored by Unity Limited Partnership · EIN 391750729 · Plan #002
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 281
- With balances
- 336
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Associated Trust Company, N.A. | Recordkeeping, Consulting (pension), Custodial (securities) | $55,558 |