AUMdb

United Grinding North America, Inc. 401(k) Plan

Sponsored by United Grinding North America In · EIN 133246026 · Plan #001

Total assets
$32.1M
Net assets
$32.1M
Active participants
138
With balances
173

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
Everhart Financial Group, Inc Recordkeeping, Trustee (institutional), Other services $40,755
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $23,979
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0