United Security, Inc. Retirement Plan
Sponsored by United Security, Inc. · EIN 133692228 · Plan #002
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 443
- With balances
- 914
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boon Administrative Services Inc | Contract administrator | $61,297 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $10,159 |
| Empower Advisory Group, Llc | Investment management | $1,421 |