University Mechanical Contractors, Inc. 401(k) Profit Sharing Plan
Sponsored by University Mechanical Contractors, Inc. · EIN 910653496 · Plan #001
- Total assets
- $35.7M
- Net assets
- $35.7M
- Active participants
- 195
- With balances
- 256
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan) | $30,539 |
| Northwest Plan Services | Recordkeeping, Consulting (general), Participant loan processing | $23,198 |