Unity International Group 401(k) Plan
Sponsored by Unity Electric Company, Inc. · EIN 132932294 · Plan #002
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 117
- With balances
- 183
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 |
|---|---|---|
| Milliman Advisors, Llc CRD 112245 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Recordkeeping, Participant loan processing, Direct payment from the plan | $25,275 |
| Milliman Advisors Llc | Investment advisory (plan), Direct payment from the plan | $9,000 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $6,851 |