Utili Serve, Llc 401(k) Plan
Sponsored by Utili Serve, Llc · EIN 262847595 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 268
- With balances
- 322
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 |
|---|---|---|
| Cornerstone Wealth Group, Llc CRD 289971 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Wealth Group, Llc | Investment advisory (plan) | $29,033 |
| Empower Annuity Insurance Co.Of Ame | Recordkeeping fees | $7,210 |
| Loren D Stark Company | Contract administrator | $6,780 |