Upson Company Profit Sharing 401(k) Plan
Sponsored by Upson Company · EIN 820455046 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.2M
- Active participants
- 94
- With balances
- 134
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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Other services, Recordkeeping fees | $46,876 |
| Clear Creek Financial Management | Other fees | $0 |