The 401(k) Plan Of Ucc Holdco, Llc
Sponsored by Ucc Holdco, Llc · EIN 263910825 · Plan #001
- Total assets
- $99.2M
- Net assets
- $99.2M
- Active participants
- 257
- With balances
- 326
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $59,694 |
| Fiducient Advisors Llc | Investment advisory (plan) | $35,275 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,550 |