Unitil Corporation Retirement Plan
Sponsored by Unitil Service Corp. · EIN 020383661 · Plan #001
- Total assets
- $179M
- Net assets
- $179M
- Active participants
- 153
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei Investments | Custodial (securities), Trustee (institutional), Trustee (directed) | $568,324 |
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $113,486 |
| Caron & Bletzer, Pllc | Accounting | $9,500 |