Unitil Corporation Tax Deferred Savings And Investment Plan
Sponsored by Unitil Corporation · EIN 020381573 · Plan #002
- Total assets
- $156M
- Net assets
- $156M
- Active participants
- 546
- With balances
- 725
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 |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $128,830 |
| Global Retirement Partners Llc | Consulting (general), Investment advisory (plan), Consulting fees | $60,000 |