Universal Electronics, Inc. 401(k) And Profit Sharing Plan
Sponsored by Universal Electronics, Inc. · EIN 330204817 · Plan #001
- Total assets
- $68.0M
- Net assets
- $68.0M
- Active participants
- 162
- With balances
- 240
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 |
|---|---|---|
| Shuster Advisory Group, Llc CRD 170233 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shuster Advisory Group Llc | Investment advisory (plan) | $41,998 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $37,863 |
| Universal Electronics Inc | Other fees | $14,575 |
| Empower Advisory Group, Llc | Investment management | $8,898 |