University Book Store Inc Employees' Retirement Savings Plan And Trust
Sponsored by University Book Store Inc · EIN 910450340 · Plan #001
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 67
- With balances
- 157
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide Life Insurance | Recordkeeping, Participant loan processing, Recordkeeping fees | $34,527 |
| Gallagher Fiduciary Advisorys,Llc | Investment advisory (plan) | $10,008 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $7,070 |