University Bancorp, Inc. Employee Stock Ownership And Retirement Savings Plan
Sponsored by University Bancorp, Inc. · EIN 382929531 · Plan #002 · Ann Arbor, MI
- Total assets
- $35.9M
- Net assets
- $35.9M
- Active participants
- 494
- With balances
- 662
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 |
|---|---|---|
| Black Diamond Financial, Llc CRD 145108 | deterministic · 100% | 2024 |
| Ladenburg Thalmann Asset Management Inc CRD 108604 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Black Diamond Financial, Llc | Investment advisory (plan) | $22,594 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,105 |
| Watkins Ross | Contract administrator | $14,437 |
| Ladenburg Thalman Asset Management | Investment advisory (plan) | $5,648 |
| Empower Advisory Group, Llc | Investment management | $1,269 |
| University Bancorp, Inc. | Other fees | $0 |