University Research Co., Llc Employee Retirement Plan
Sponsored by University Research Co., Llc · EIN 520939806 · Plan #001
- Total assets
- $46.6M
- Net assets
- $46.6M
- Active participants
- 151
- With balances
- 396
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Luts And Greenleigh Group | Investment advisory (plan) | $83,103 |
| Rubino & Mcgeehin, Chartered | Accounting | $24,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $20,268 |