United Surety & Indemnity Co. Coda Profit Sharing Plan
Sponsored by United Surety & Indemnity Co. · EIN 660457223 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 115
- With balances
- 142
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Resources Investment Advisors, Llc | Investment management | $21,342 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $18,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,086 |