Una Dyn 401(k) Plan
Sponsored by Universal Dynamics, Inc. · EIN 540640047 · Plan #401
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 105
- 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 |
|---|---|---|
| Capfinancial Partners, Llc | Recordkeeping, Trustee (institutional), Other services | $23,596 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $21,503 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |