AUMdb

Unique Insurance Managers Retirement Plan

Sponsored by Unique Insurance Managers · EIN 814712154 · Plan #001

Total assets
$8.9M
Net assets
$8.9M
Active participants
241
With balances
246

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
Alera Group Investment Advisors Llc Investment advisory (plan) $19,772