United Quality Cooperative 401(k) Plan
Sponsored by United Quality Cooperative · EIN 475516403 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 152
- With balances
- 242
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc Rpcp | Investment advisory (participants) | $15,853 |
| Cetera Advisors Llc | Investment advisory (participants) | $11,066 |
| Cetera Investment Advisers Llc | Investment advisory (participants) | $8,842 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $3,659 |
| Wilshire Associates Inc(usa) | Investment advisory (participants) | $1,430 |