Union Bank 401(k) Plan
Sponsored by Union Bank · EIN 030286322 · Plan #002
- Total assets
- $32.1M
- Net assets
- $32.1M
- Active participants
- 188
- With balances
- 275
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $35,779 |
| World Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $19,024 |
| Future Planning Associates, Inc | Other services, Other fees, Contract administrator | $3,275 |