AUMdb

Ucb, Inc. 401(k) Retirement Plan

Sponsored by Ucb Holdings, Inc. · EIN 133010020 · Plan #003

Total assets
$980M
Net assets
$980M
Active participants
1,896
With balances
2,922

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $250,440
Spectrum Investment Advisors Recordkeeping, Trustee (institutional), Other services $96,598