AUMdb

Unity Healthcare 401(k) Profit Sharing Plan

Sponsored by Unity Healthcare, Llc · EIN 351948578 · Plan #001

Total assets
$96.8M
Net assets
$96.8M
Active participants
347
With balances
486

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
Wallington Asset Management, Llc CRD 143360 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Milliman Recordkeeping, Copying and duplicating, Participant loan processing $85,930
Wallington Asset Management Investment advisory (plan), Investment advisory (participants) $54,491