Uhl Company, Inc. Profit Sharing Plan
Sponsored by Uhl Company, Inc. · EIN 410740957 · Plan #001
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 182
- With balances
- 155
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 |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hays Financial Group Llc | Consulting (pension), Investment advisory (plan), Investment management fees (direct) | $57,629 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $19,093 |