The Ulven Companies 401(k) Plan
Sponsored by The Ulven Companies · EIN 930724826 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 76
- With balances
- 110
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 |
|---|---|---|
| Deschutes Investment Consulting, Llc CRD 155312 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $22,911 |
| Deschutes Investment Consulting | Investment advisory (plan), Consulting fees | $15,542 |
| Pension Plan Specialists, Pc | Consulting (pension), Consulting fees | $7,598 |