Unum Group 401 K Retirement Plan
Sponsored by Unum Group · EIN 621598430 · Plan #002
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 9,413
- With balances
- 12,674
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 |
|---|---|---|
| Strategic Advisors, Inc | Investment advisory (plan) | $1,084,821 |
| Fidelity Inv. Inst. Ops. Co | Recordkeeping fees, Participant loan processing, Account maintenance fees | $382,815 |
| Verrill & Dana | Legal | $103,950 |
| Independent Insurance Analysts Llc | Consulting (general) | $7,500 |
| Fidelity Health Insurance Services | Contract administrator, Other commissions | $0 |