Union Savings Bank 401(k) Profit Sharing Plan & Trust
Sponsored by Union Savings Bank · EIN 060570800 · Plan #002
- Total assets
- $76.9M
- Net assets
- $76.9M
- Active participants
- 381
- With balances
- 3
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Contract administrator, Direct payment from the plan, Recordkeeping | $85,970 |
| Fiducient Advisors Llc | Investment advisory (plan) | $28,374 |
| Wolf & Company, P.C. | Accounting | $19,250 |
| Dimeo Schneider & Associates | Investment advisory (plan) | $9,398 |