United Contractors Midwest, Inc. 401(k) Retirement Savings Plan
Sponsored by United Contractors Midwest, Inc. · EIN 371409658 · Plan #001
- Total assets
- $57.1M
- Net assets
- $57.1M
- Active participants
- 207
- With balances
- 228
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $65,177 |
| Merrill Lynch Consulting Services | Investment advisory (plan), Direct payment from the plan | $48,688 |
| Kerber, Erk, & Braeckel | Accounting, Direct payment from the plan | $10,950 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $908 |