AUMdb

Unique Vacations, Inc. 401(k) Profit Sharing Plan

Sponsored by Unique Vacations, Inc. · EIN 592120418 · Plan #001

Total assets
$45.2M
Net assets
$45.2M
Active participants
240
With balances
331

Plan year beginning 01/01/2024 · 401(k)

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
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $27,012
Newport Trust Company Trustee (institutional), Trustee (directed) $12,345