Uponor North America Retirement Savings And Investment Plan
Sponsored by Uponor North America, Inc. · EIN 363306746 · Plan #001
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 894
- With balances
- 1,140
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $60,224 |
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan | $44,500 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional) | $16 |
| Charles Schwab & Co., Inc. | Custodial (securities), Securities brokerage commissions | $0 |