University Management, Inc. Employees Profit Sharing Plan And Trust
Sponsored by University Management, Inc. · EIN 640657688 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 550
- With balances
- 327
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 |
|---|---|---|
| Azalea Administration | Contract administrator | $5,897 |
| Empower Annutiy Insurance Company | Trustee (individual) | $2,833 |
| Empower Advisory Group | Recordkeeping, Participant communication, Shareholder servicing fees | $1,455 |