Ubg 401(k) Garden City (Sh Plan)
Sponsored by Garden City Co Op, Inc. · EIN 480231740 · Plan #002
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 141
- With balances
- 127
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $15,679 |
| United Benefits Group | Contract administrator | $9,797 |
| Intellicents Investment Solutions | Investment advisory (plan) | $5,000 |