Ufcw Employers Benefit Plans Group Administration Llc Safe Harbor 401(k) Plan
Sponsored by Ufcw Employers Benefit Plans Of Northern California Group Admin Llc · EIN 260048379 · Plan #002
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 140
- With balances
- 200
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 |
|---|---|---|
| Jocelyn Investment Management, Llc CRD 323831 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jocelyn Investment Management | Investment advisory (participants), Investment advisory (plan) | $3,305 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees, Securities brokerage commissions | $103 |