Unified Defense Holdings, Llc 401(k) Plan
Sponsored by Unified Defense Holdings, Llc · EIN 882296782 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 261
- With balances
- 215
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mauldin & Jenkins, Llc | Accounting | $14,750 |
| Mauldin & Jenkins | Accounting | $14,000 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $8,443 |
| Erisa Services, Incnal | Contract administrator | $1,350 |
| Empower Advisory Group, Llc | Investment management | $946 |
| Fidelity Investments Inst | Recordkeeping fees, Account maintenance fees | $50 |
| Lincoln Investment Planning | Other commissions | $0 |
| Morgan Stanley Ins Services | Other commissions | $0 |