Employee's 401(k) Plan
Sponsored by Congo, Llc · EIN 833603869 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 882
- With balances
- 476
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 |
|---|---|---|
| United Advisor Group, Llc CRD 324205 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Advisors Group | Investment management | $60,989 |
| Alerus Retirement Solutions | Recordkeeping, Participant communication, Direct payment from the plan | $5,237 |