Unipres Alabama 401(k) Plan
Sponsored by Unipres Alabama, Inc. · EIN 471278115 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 207
- With balances
- 168
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $19,650 |
| Everhart Financial Group Inc | Investment advisory (plan) | $15,275 |
| Clark Schaefer Hackett | Contract administrator | $0 |