United Farmers Cooperative 401(k) Plan
Sponsored by United Farmers Cooperative · EIN 410152490 · Plan #001
- Total assets
- $31.5M
- Net assets
- $31.5M
- Active participants
- 173
- With balances
- 264
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisers, Inc. | Investment advisory (plan) | $45,162 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $42,026 |