United Distributors, Inc. Employee Savings Plan
Sponsored by United Distributors, Inc. · EIN 580609141 · Plan #001
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 1,563
- With balances
- 1,277
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (other), Custodial (securities) | $144,642 |
| Pension Financial Services, Inc. | Contract administrator, Consulting (pension) | $29,868 |
| Strategic Advisors, Inc. | Investment management, Investment management fees (direct) | $0 |