Unverferth Manufacturing Company, Inc. Profit Sharing And 401(k) Plan
Sponsored by Unverferth Manufacturing Company, Inc. · EIN 340936989 · Plan #001 · Kalida, OH
- Total assets
- $235M
- Net assets
- $235M
- Active participants
- 1,223
- With balances
- 1,471
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $121,199 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $46,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,151 |
| Rea & Associates, Inc. | Accounting | $15,000 |
| Fidelity Health Insurance Services | Other commissions | $0 |