Denali Universal Services 401(k) Retirement Plan
Sponsored by Denali Universal Services, Llc · EIN 920142734 · Plan #001
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 1,109
- With balances
- 1,257
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $173,837 |
| Rbc Wealth Management | Investment advisory (plan), Sub-transfer agency fees | $66,244 |
| Charles Schwab Bank | Custodial (securities), Trustee (institutional), Trustee (directed) | $56 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (institutional), Shareholder servicing fees | $0 |