AUMdb

Universal Industrial Sales 401(k) Retirement Savings Plan

Sponsored by Universal Industrial Sales Inc · EIN 870458991 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
212
With balances
114

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Onedigital Investment Advisors Llc Investment advisory (plan) $19,307
Empower Advisory Group, Llc Investment management $2,661
Dwc Erisa Consultants Llc Contract administrator $1,615
Empower Annuity Insurance Company Recordkeeping fees $0