AUMdb

Uels, Llc Employees Profit Sharing Plan

Sponsored by Uels, Llc · EIN 208711000 · Plan #002

Total assets
$17.8M
Net assets
$17.8M
Active participants
108
With balances
157

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
Pensionmark Financial Group, Llc Recordkeeping, Trustee (institutional), Other services $41,596
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $24,337