Uipath, Inc. Profit Sharing Plan And Trust
Sponsored by Uipath, Inc. · EIN 474333187 · Plan #001
- Total assets
- $202M
- Net assets
- $202M
- Active participants
- 1,139
- With balances
- 1,657
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Sequoia Financial Advisors, L.L.C. CRD 117756 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $51,137 |
| Sequoia Financial Advisors Llc | Investment advisory (plan) | $40,000 |
| Sensiba Llp | Accounting | $37,289 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$56,254 |