Upl Na Inc. 401(k) Plan
Sponsored by Upl Na Inc. · EIN 510377088 · Plan #001
- Total assets
- $95.3M
- Net assets
- $95.3M
- Active participants
- 412
- With balances
- 591
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 |
|---|---|---|
| Grp Financial Re Robert J.B. Kotler | Investment advisory (plan) | $62,500 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $42,147 |