Unlimited Services, Inc. Retirement Savings Plan
Sponsored by Unlimited Services Of Wisconsin, Llc · EIN 391417867 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 154
- With balances
- 113
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 |
|---|---|---|
| Johnson Financial Group Llc CRD 125101 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $20,505 |
| Johnson Financial Group | Investment advisory (plan) | $15,589 |