United Community & Family Services, Inc. 401(k) Plan
Sponsored by United Community & Family Services, Inc. · EIN 060653142 · Plan #003
- Total assets
- $33.8M
- Net assets
- $33.8M
- Active participants
- 343
- With balances
- 589
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $173,828 |
| Lpl Financial | Investment advisory (plan) | $62,854 |