Uretek Usa, Inc. Employee Savings & Retirement Plan
Sponsored by Uretek Usa, Inc. · EIN 421329866 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 121
- With balances
- 130
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Calderwood Financial Strategies, Inc. CRD 313466 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $29,821 |
| Calderwood Financial Strategies Inc | Investment advisory (plan) | $21,666 |
| Compensation Strategies Group, Ltd. | Contract administrator | $6,271 |
| Empower Advisory Group, Llc | Investment management | $3,465 |