Una's Nonprofit Retirement Solution
Sponsored by United 401(k) Plans, Inc. Dba Elevate401(k) · EIN 205321813 · Plan #002
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 269
- With balances
- 166
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 |
|---|---|---|
| United 401 K Plans, Inc. | Plan administrator, Direct payment from the plan, Recordkeeping fees | $7,326 |
| Global Rretirement Partner, Llc | Investment advisory (plan) | $4,951 |