Univest Financial Corporation Retirement Plan
Sponsored by Univest Financial Corporation · EIN 231886144 · Plan #001
- Total assets
- $56.8M
- Net assets
- $56.8M
- Active participants
- 129
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Franklin Templeton Private Portfolio Group, Llc CRD 142219 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Franklin Templeton Private Port Gp | Investment advisory (plan) | $20,059 |