United Collective 401(k) Plan
Sponsored by Gallegos United · EIN 330980953 · Plan #002
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 121
- With balances
- 112
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $38,157 |
| Eide Bailly Llp | Accounting | $22,155 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $21,500 |
| Actuaries Unlimited Inc. | Contract administrator | $12,525 |