Unisource Solutions, Inc. 401(k) Plan
Sponsored by Unisource Solutions, Inc. · EIN 954117599 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 100
- With balances
- 144
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 |
|---|---|---|
| Merrill Lynch Life Agency, Inc. | Consulting (general), Insurance services, Investment advisory (plan) | $21,467 |
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $19,939 |