Ubi/Sehd 401(k) Plan
Sponsored by United Beverage, Inc. · EIN 421105602 · Plan #002
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 121
- With balances
- 147
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $20,766 |
| Lpl Financial Corporation Rpcp | Investment advisory (plan), Consulting fees | $20,492 |