The United Distribution Group 401(k) Plan
Sponsored by The United Distribution Group · EIN 204686712 · Plan #001
- Total assets
- $63.0M
- Net assets
- $63.0M
- Active participants
- 582
- With balances
- 762
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $20,433 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $16,116 |
| Prudential Retirement Ins & Anty Co | Contract administrator, Recordkeeping, Participant loan processing | $2,515 |