Utica Mutual Insurance Company Employee Profit Sharing And Investment Plan
Sponsored by Utica Mutual Insurance Company · EIN 150476880 · Plan #001
- Total assets
- $348M
- Net assets
- $348M
- Active participants
- 1,390
- With balances
- 1,975
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | $141,731 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Custodial (securities) | $132,320 |
| Captrust | Consulting (general) | $46,500 |
| Fitzgerald Depietro & Wojnas | Other fees | $15,000 |
| Hunton Andrews Kurth Llp | Consulting (general) | $10,958 |