AUMdb

Unified Business Technologies Inc. 401 K Plan

Sponsored by Unified Business Technologies Inc. · EIN 383399677 · Plan #001

Total assets
$8.1M
Net assets
$8.1M
Active participants
236
With balances
201

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $86,443
The Mandmarblestone Group Llc Contract administrator, Other services, Direct payment from the plan $17,800
Lpl Financial Llc Other services, Other commissions $0
S B H U Life Agency Inc. Other services, Other commissions $0