Union Joints Multiple Employer Plan
Sponsored by Union Joints Llc · EIN 454376515 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 546
- With balances
- 144
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| 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, Participant loan processing, Direct payment from the plan | $42,625 |
| The Benefit Advantage | Contract administrator | $4,096 |
| Nationwide | Recordkeeping, Sub-transfer agency fees, Participant loan processing | $3,992 |
| Proaccount | Investment advisory (participants) | $3,789 |
| Stifel Nicolaus & Co Inc | Investment management | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |