Unity Bpo 401(k) Plan
Sponsored by Unity Bpo Inc. · EIN 811711661 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 138
- With balances
- 97
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other commissions, Other fees, Recordkeeping fees | $15,951 |
| Rbc Capital Markets | Investment advisory (plan), Direct payment from the plan | $8,776 |