Universal Technical Institute, Inc. 401(k) Plan
Sponsored by Universal Technical Institute, Inc. · EIN 860226984 · Plan #003
- Total assets
- $188M
- Net assets
- $188M
- Active participants
- 3,891
- With balances
- 4,071
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $252,426 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $56,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $48,748 |
| Forvis, Llp | Accounting | $13,388 |