Unilock Retirement Plan And Trust (New York)
Sponsored by Unilock New York, Inc. · EIN 980103212 · Plan #001
- Total assets
- $23.6M
- Net assets
- $23.6M
- Active participants
- 107
- With balances
- 130
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 |
|---|---|---|
| Lawley Retirement Advisors, Llc CRD 282786 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Consulting (pension), Participant loan processing, Direct payment from the plan | $17,296 |
| Lawley Retirement Advisors | Investment advisory (plan), Direct payment from the plan | $11,136 |
| Actuarial Benefits Corp. | Other services, Other fees | $0 |