Ufa, Inc. 401(k) Retirement Plan
Sponsored by Ufa, Inc. · EIN 042684627 · Plan #001
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 68
- With balances
- 126
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $20,629 |
| Lpl Financial Llc | Investment advisory (plan) | $20,150 |
| Johnson O'connor Feron & Carucci, | Accounting | $8,130 |