Ucare 401(k) Retirement Savings Plan
Sponsored by Ucare Minnesota · EIN 363573805 · Plan #001
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 1,755
- With balances
- 2,070
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Acg | Investment advisory (plan), Direct payment from the plan | $223,364 |
| Milliman, Inc. | Recordkeeping, Participant loan processing, Participant communication | $60,608 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $41 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |