Community Alternatives Unlimited 401(k) Plan
Sponsored by Community Alternatives Unlimited · EIN 363059568 · Plan #002
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 152
- With balances
- 167
Plan year beginning 07/01/2024 · 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc. | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $24,211 |
| Cherry Bekaert Llp. | Accounting, Direct payment from the plan | $14,700 |