Retirement Income Plan For Employees Of Ugi Utilities, Inc.
Sponsored by Ugi Utilities, Inc. · EIN 231174060 · Plan #001
- Total assets
- $517M
- Net assets
- $516M
- Active participants
- 453
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Consulting (general), Direct payment from the plan | $563,093 |
| Mercer (U.S.) Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $381,047 |
| The Bank Of New York Mellon | Trustee (institutional), Direct payment from the plan, Float revenue | $61,472 |
| Wipfli Llp | Accounting, Direct payment from the plan | $26,385 |