AUMdb

United Factory Furniture Corporation 401(k) Profit Sharing Trust

Sponsored by United Factory Furniture Corporation · EIN 351069782 · Plan #003

Total assets
$5.4M
Net assets
$5.4M
Active participants
171
With balances
192

Plan year beginning 02/01/2024 · 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
Lenny Yeh, Inc. Accounting $9,000
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $2,275