Univest Financial Corporation Deferred Salary Savings Plan
Sponsored by Univest Financial Corporation · EIN 231886144 · Plan #002
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 917
- With balances
- 1,114
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 |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Recordkeeping fees, Participant loan processing | $186,618 |