United Audit Systems,Inc. Savings & Investment Plan
Sponsored by United Audit Systems Inc. · EIN 311166780 · Plan #001
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 466
- With balances
- 482
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $66,872 |
| Burke & Schindler Pll | Other services, Other fees, Contract administrator | $7,550 |
| John Hancock Life Insurance Company | Recordkeeping | $1,350 |
| Avantax Insurance Agency Llc | Other services, Other commissions | $0 |
| Avantax Investment Services Inc. | Other services, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |