AUMdb

United Facilities, Inc. Retirement Plan No. 004 86

Sponsored by United Facilities, Inc. · EIN 370702793 · Plan #004

Total assets
$36.0M
Net assets
$36.0M
Active participants
286
With balances
345

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
Oneamerica Retirement Services, Llc Recordkeeping, Copying and duplicating, Participant loan processing $69,700
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0