AUMdb

Ubiquity 401(k) Plan

Sponsored by Generate Ubiquity Management, Llc · EIN 872902113 · Plan #001

Total assets
$8.6M
Net assets
$8.6M
Active participants
252
With balances
224

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Retirement Plan Services, Inc Other services $0
Voya Retirement Insurance And Annui Recordkeeping fees $0