Iupat Dc 7 Supplemental 401 K Retirement Fund
Sponsored by Board Of Trustees Of Iupat Dc 7 Supplemental 401 K Retirement Fund · EIN 992990151 · Plan #001
- Total assets
- $1.7M
- Net assets
- $190K
- Active participants
- 38
- With balances
- 38
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $858 |