Allied Universal 401(k) Plan
Sponsored by Universal Services Of America, Lp · EIN 611790568 · Plan #001
- Total assets
- $681M
- Net assets
- $681M
- Active participants
- 226,026
- With balances
- 32,477
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $2,599,273 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $85,000 |
| Withumsmith+Brown, Pc | Accounting | $13,000 |
| Qdro Consultants | Consulting (general), Direct payment from the plan | $2,500 |