Universal Property & Casualty 401(k) Profit Sharing Plan
Sponsored by Universal Property & Casualty · EIN 650789077 · Plan #001
- Total assets
- $82.7M
- Net assets
- $82.7M
- Active participants
- 958
- With balances
- 1,106
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $48,040 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees, Securities brokerage | $156 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Morgan Stanley | Other services, Other fees | $0 |