AUMdb

United Animal Health, Inc. 401(k) Plan

Sponsored by United Animal Health, Inc. · EIN 350990425 · Plan #002

Total assets
$71.7M
Net assets
$71.7M
Active participants
321
With balances
414

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
Procourse Fiduciary Advisors, Llc CRD 164328 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Recordkeeping, Recordkeeping fees $47,428
Newport Trust Company Trustee (institutional), Direct payment from the plan $21,293
Procourse Fiduciary Advisors Llc Investment advisory (participants), Investment advisory (plan) $18,750