United Bankers' Bancorporation, Inc. 401(k) Savings Plan
Sponsored by United Bankers Bancorporation, Inc. · EIN 411830815 · Plan #001
- Total assets
- $28.4M
- Net assets
- $28.4M
- Active participants
- 128
- With balances
- 160
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Holdco Llc | Investment advisory (plan) | $40,963 |
| Empower Annuity Insurance Company | Recordkeeping fees | $31,878 |
| Dwc Erisa Consultants Llc | Contract administrator | $2,805 |