Uli Service Llc 401(k) Savings Plan
Sponsored by Uli Service Llc · EIN 201116134 · Plan #002
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 131
- With balances
- 192
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 |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $21,976 |
| Merrill Lynch | Investment advisory (plan) | $13,051 |
| Baker Tilly | Accounting | $10,195 |