Union Orthotics & Prosthetics Co 401(k) Plan
Sponsored by Union Orthotics & Prosthetics Co., Llc · EIN 251584030 · Plan #002
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 120
- With balances
- 134
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $33,636 |
| Definiti Llc | Contract administrator | $13,569 |
| Ruzomberka Holland Renk Smith Inc | Accounting | $11,250 |
| Leafhouse Financial Advisors, Llc | Other fees | $2,146 |
| Empower Advisory Group Llc | Investment management | $1,761 |
| Lpl Financial Llc | Other fees | $0 |
| Cetera Advisor Networks Llc | Other commissions | $0 |