United Power, Inc. 401(k) Plan
Sponsored by United Power, Inc. · EIN 840340655 · Plan #001
- Total assets
- $34.1M
- Net assets
- $34.1M
- Active participants
- 198
- With balances
- 199
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 |
|---|---|---|
| Ima Advisory Services, Inc. CRD 112091 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $36,736 |
| Ima Advisory Services Inc | Investment advisory (plan) | $35,625 |
| Empower Advisory Group, Llc | Investment management | $10,499 |
| Empower Financial Services, Inc. | Securities brokerage | $20 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $10 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |