Ugn, Inc. Retirement And Savings Plan
Sponsored by Ugn, Inc. · EIN 363435795 · Plan #002
- Total assets
- $66.2M
- Net assets
- $66.2M
- Active participants
- 1,226
- With balances
- 2,009
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $148,949 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $24,211 |