United Compost And Organics 401(k) Profit Sharing Plan
Sponsored by United Compost And Organics · EIN 680297783 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 107
- With balances
- 113
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $30,153 |
| Wells Fargo Clearing Services, Llc | Investment advisory (plan) | $17,395 |
| Edberg Perry Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,770 |