Upchurch Management Co. Inc. Employee Saving Trust
Sponsored by Upchurch Management Company, Inc. · EIN 592057671 · Plan #003
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 142
- With balances
- 148
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 |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $2,333 |