Universal Products, Inc. 401(k) Profit Sharing Plan
Sponsored by Universal Products, Inc. · EIN 480883280 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 124
- With balances
- 93
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 |
|---|---|---|
| Adams Brown Strategic Allies | Accounting | $9,450 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $6,937 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $414 |