Unire Real Estate Group, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Unire Real Estate Group, Inc. · EIN 330908703 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 104
- With balances
- 178
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $22,653 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,817 |
| Empower Advisory Group, Llc | Investment management | $4,833 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |