Ust Llc Retirement Income Plan For Hourly Employees
Sponsored by Ust Llc · EIN 061193986 · Plan #003 · Richmond, VA
- Total assets
- $160M
- Net assets
- $152M
- Active participants
- 265
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pacific Investment Mgmt Co Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $108,975 |
| Fidelity Investmt Instit Op Co Inc | Recordkeeping, Participant communication, Direct payment from the plan | $68,892 |
| Pricewaterhousecoopers Llp | Accounting, Direct payment from the plan | $60,000 |
| Jpmorgan Chase Bank Na | Custodial (securities), Trustee (institutional), Trustee (directed) | $52,386 |
| State Street Global Advisor Trust | Custodial (other), Custodial (securities), Investment management | $21,982 |
| Eversheds Sutherland (Us) Llp | Legal, Direct payment from the plan | $5,136 |