Universal Photonics Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Universal Photonics Inc · EIN 112665147 · Plan #001
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 119
- With balances
- 118
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Private Advisor Group Llc | Investment advisory (participants) | $36,278 |
| Paychex, Inc. | Recordkeeping | $14,940 |