Ugi Utilities, Inc. Savings Plan
Sponsored by Ugi Utilities, Inc. · EIN 231174060 · Plan #008
- Total assets
- $618M
- Net assets
- $618M
- Active participants
- 2,705
- With balances
- 3,474
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $113,662 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $100,521 |
| Mercer Investments Llc | Consulting (general) | $26,000 |
| Willis Towers Watson Us Llc | Consulting (general) | $13,750 |