Union Partners I Llc 401(k) Saving Plan
Sponsored by Union Partners I Llc · EIN 471574790 · Plan #001
- Total assets
- $42.5M
- Net assets
- $42.5M
- Active participants
- 513
- With balances
- 473
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 |
|---|---|---|
| Forest Capital Management, Llc CRD 171659 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $87,871 |
| Forest Capital Management Llc | Investment advisory (plan) | $59,292 |