Uctie International Union 401(k) Savings Plan
Sponsored by Uctie International Union · EIN 200485151 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.6M
- Active participants
- 796
- With balances
- 1,022
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $100,511 |
| Lincoln National Corporation | Contract administrator, Direct payment from the plan | $91,780 |
| Gorlick, Kravitz, & Listhaus | Legal, Direct payment from the plan | $74,483 |
| Castiglia Llp | Accounting, Direct payment from the plan | $20,000 |
| Robert Allgier | Recordkeeping, Direct payment from the plan | $6,000 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |