Union Bank & Trust Company Profit Sharing Plan
Sponsored by Union Bank & Trust Company · EIN 470321480 · Plan #001
- Total assets
- $269M
- Net assets
- $269M
- Active participants
- 1,101
- With balances
- 1,602
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 |
|---|---|---|
| Lutz & Company, Pc | Accounting, Direct payment from the plan | $19,000 |
| Union Bank & Trust Company | Recordkeeping, Trustee (institutional), Investment advisory (plan) | $9,505 |
| Matrix Clearence And Settlement | Securities brokerage, Sub-transfer agency fees | $0 |