The Unison Risk Advisors 401(k) Plan And Trust
Sponsored by James B. Oswald Company · EIN 340445620 · Plan #003
- Total assets
- $212M
- Net assets
- $212M
- Active participants
- 1,013
- With balances
- 1,289
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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $91,267 |
| Maloney+Novotny, Llc | Other fees | $37,560 |
| Benefit Trust Company | Trustee (institutional) | $0 |