Ubg 401(k) Agtegra
Sponsored by Agtegra Cooperative · EIN 460191930 · Plan #002
- Total assets
- $69.1M
- Net assets
- $69.1M
- Active participants
- 861
- With balances
- 892
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 | Recordkeeping fees | $64,855 |
| United Benefits Group | Investment advisory (plan), Contract administrator | $40,066 |
| Intellicents Investment Solutions I | Investment advisory (plan) | $5,000 |