First United Corporation 401(k) Profit Sharing Plan
Sponsored by First United Corporation · EIN 521380770 · Plan #002
- Total assets
- $43.3M
- Net assets
- $43.3M
- Active participants
- 320
- With balances
- 461
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 |
|---|---|---|
| Cbiz Financial Solutions, Inc. CRD 16678 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Benefits & Insurance Services | Contract administrator | $29,684 |
| Cbiz Financial Solutions Inc | Investment advisory (plan) | $13,216 |
| Smith Elliott Kerns & Company, Llc | Accounting | $12,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,816 |
| Empower Advisory Group, Llc | Investment management | $6,340 |
| Cbiz Investment Advisory Services, | Investment advisory (plan) | $5,025 |