Unify Inc. Pension Plan
Sponsored by Unify Inc. · EIN 262722137 · Plan #001
- Total assets
- $212M
- Net assets
- $212M
- Active participants
- 62
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Amundi Pioneer | Investment management, Direct payment from the plan, Investment management fees (direct) | $208,048 |
| Aon Consulting, Inc. | Contract administrator, Direct payment from the plan | $163,185 |
| Bank Of America | Recordkeeping, Trustee (institutional), Investment advisory (plan) | $132,824 |
| Harding,Shymanski & Company, P.S.C. | Accounting, Direct payment from the plan | $102,414 |
| Scott Segal | Direct payment from the plan | $4,950 |