Ubg 401(k) Country Partners Coop
Sponsored by Country Partners Cooperative · EIN 470303317 · Plan #002
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 299
- With balances
- 139
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $9,293 |
| United Benefits Group | Contract administrator | $8,579 |
| Intellicents Investment Solutions I | Investment advisory (plan) | $5,000 |