Ukg Retirement Savings Plan
Sponsored by Ukg Inc. · EIN 650694077 · Plan #001
- Total assets
- $2.0B
- Net assets
- $2.0B
- Active participants
- 8,828
- With balances
- 11,537
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $1,099,650 |
| Fiducient Advisors Llc | Investment advisory (plan) | $70,000 |
| Gray Gray & Gray Llp | Accounting | $30,000 |
| Empower Financial Services, Inc. | Distribution (12b-1) fees, Shareholder servicing fees, Securities brokerage | $11,550 |
| Qdro Consultants Company, Llc | Consulting (general), Direct payment from the plan | $3,000 |