Up Management, Llc 401(k) Plan
Sponsored by Up Management, Llc · EIN 800953796 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 208
- With balances
- 117
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 |
|---|---|---|
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Savant Wealth Management | Investment advisory (participants) | $14,713 |
| John Hancock Life Insurance Company | Recordkeeping | $14,316 |