United Built Homes 401(k) Profit Sharing Plan
Sponsored by United Built Homes, Llc · EIN 720506617 · Plan #002
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 145
- 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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial, Llc | Investment advisory (plan) | $50,057 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $25,977 |