AUMdb

State Utility Contractors, Inc. 401(k) Profit Sharing Plan

Sponsored by State Utility Contractors, Inc. · EIN 561444827 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
166
With balances
143

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
United Capital Financial Advisors, Llc CRD 134600 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
United Capital Fin. Advisers Investment advisory (participants) $35,430
John Hancock Life Insurance Company Recordkeeping $614