United Helpers 401(k) Retirement Plan
Sponsored by United Helpers, Inc. · EIN 222428919 · Plan #003
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 478
- With balances
- 558
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solution | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $82,685 |
| Bpas, Inc. | Recordkeeping, Participant loan processing, Sales loads | $27,869 |
| Lpl Financial | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $7,530 |