Universal Logistics Holdings, Inc. 401 K Plan
Sponsored by Universal Logistics Holding, Inc. · EIN 383640097 · Plan #001 · Warren, MI
- Total assets
- $57.8M
- Net assets
- $57.8M
- Active participants
- 3,565
- With balances
- 1,403
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, Recordkeeping fees, Account maintenance fees | $13,869 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,640 |