United States Liability Insurance Company 401(k) Plan
Sponsored by United States Liability Insurance Company · EIN 231383313 · Plan #002
- Total assets
- $80.7M
- Net assets
- $80.7M
- Active participants
- 1,493
- With balances
- 1,281
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Haverford Trust Co | Investment advisory (plan) | $105,042 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $100,150 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,201 |