AUMdb

Ubg 401(k) Ag Partners

Sponsored by Ag Partners Cooperative, Inc. · EIN 480612412 · Plan #002

Total assets
$7.0M
Net assets
$7.0M
Active participants
191
With balances
161

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 $10,875
United Benefits Group Contract administrator $6,690
Intellicents Investment Solutions I Investment advisory (plan) $5,000