United Way Of Greater Kansas City, Inc. 403(b) Plan
Sponsored by United Way Of Greater Kansas City, Inc. · EIN 440545812 · Plan #003
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 76
- With balances
- 108
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).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $45,035 |
| Forvis | Accounting, Direct payment from the plan | $7,941 |
| United Way Of Greater Kansas City | Accounting, Contract administrator, Direct payment from the plan | $7,940 |
| Creative Planning, Inc. | Investment advisory (plan), Other fees | $0 |