Umc Energy Solutions 401(k) Plan
Sponsored by Umc Energy Solutions, Inc. · EIN 911860824 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 287
- With balances
- 82
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wpwealth Llp CRD 145467 | fuzzy_auto · 95% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wpwealth | Investment advisory (plan) | $33,332 |
| Professional Capital Services, Llc | Contract administrator, Recordkeeping | $16,249 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2021 | $4.5M | 287 | ack 20250721094102NAL0000556755001 |
| 01/01/2020 | $3.9M | 131 | ack 20250801164938NAL0003290643001 |
| 01/01/2017 | $5.0M | 220 | ack 20250801154904NAL0007306321001 |