Uwh Of The Carolinas, Pllc 401(k) Retirement Plan
Sponsored by Uwh Of The Carolinas, Pllc · EIN 320418835 · Plan #001
- Total assets
- $228M
- Net assets
- $228M
- Active participants
- 1,171
- With balances
- 1,573
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 |
|---|---|---|
| Gordon Asset Management Llc CRD 137136 | deterministic · 100% | 2024 |
| Guardian Wealth Partners, Llc CRD 310203 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mvp Plan Administrator's Inc. | Contract administrator, Recordkeeping, Consulting (general) | $157,518 |
| Gordon Asset Management | Investment advisory (participants), Investment advisory (plan), Investment management | $75,635 |
| Charles Schwab Trust Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $32,734 |
| Guardian Wealth Partners Llp | Investment advisory (participants), Investment advisory (plan), Investment management | $23,353 |