Union Savings Bank Retirement Plan
Sponsored by Union Savings Bank · EIN 060570800 · Plan #007
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 318
- With balances
- 0
Plan year beginning 01/01/2024
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator | $175,380 |
| Sun Life Investment Management Us | $104,195 | |
| Pension Benefit Guaranty Corporatio | $60,398 | |
| Bank Of America N.A. | $53,708 | |
| Fiducient Advisors Llc | Investment advisory (plan) | $49,144 |
| Wolf & Company | $17,250 |