United Beverages Of North Carolina, Llc 401(k) Plan
Sponsored by United Beverages Of North Carolina, Llc · EIN 571168244 · Plan #001
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 178
- With balances
- 206
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (plan), Direct payment from the plan | $39,924 |
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $19,487 |
| Fidelity Investments | Custodial (securities), Direct payment from the plan | $9,434 |