AUMdb

United Biosource Llc 401(k) Plan

Sponsored by United Biosource Llc · EIN 463047667 · Plan #001

Total assets
$108M
Net assets
$108M
Active participants
1,626
With balances
1,754

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
Rowland, Duncan S. CRD 161597 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Retirement Plan Svcs Recordkeeping, Investment advisory (participants), Participant loan processing $60,061
Rocaton Investment Advisors, Llc Investment advisory (plan) $14,325