Unlimited Care, Inc. 401(k) Plan
Sponsored by Unlimited Care, Inc. · EIN 132808207 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 3,555
- With balances
- 726
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $124,967 |
| Orenda Retirement, Llc | Contract administrator, Direct payment from the plan, Other services | $35,115 |
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Direct payment from the plan, Investment advisory (plan) | $25,225 |
| Side By Side Financials, Inc. | Contract administrator, Other fees | $0 |