Universal Orlando 401(k) Retirement Plan
Sponsored by Universal City Development Partners, Ltd Universal Orlando · EIN 593128514 · Plan #001
- Total assets
- $834M
- Net assets
- $834M
- Active participants
- 22,093
- With balances
- 14,848
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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inves Inst Opers Co, Inc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $280,021 |
| Financial Engines | Investment advisory (plan) | $58,693 |
| Sb & Company, Llc | Accounting | $14,970 |