Ucan Retirement Plan
Sponsored by Ucan · EIN 362167937 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 544
- With balances
- 623
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 |
|---|---|---|
| Rothschild Investment Llc CRD 728 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consulants, Llc | Recordkeeping, Consulting (general) | $83,095 |
| Rothschild Investment Corporation | Investment advisory (plan) | $28,052 |