Preferred Utilities Manufacturing Corporation 401(k) Profit Sharing Plan
Sponsored by Preferred Utilities Manufacturing Corp. · EIN 060734369 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 126
- With balances
- 156
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | 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 | $64,525 |
| Ubs Financial Services Inc | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |