Unite Retirement Savings Plan
Sponsored by Unite Private Networks, Llc · EIN 273483570 · Plan #001
- Total assets
- $42.3K
- Net assets
- $42.3K
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $24,843 |
| Creative Planning, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $16,097 |