Ul Financial Security Plan
Sponsored by Ul Llc · EIN 943282454 · Plan #002
- Total assets
- $2.0B
- Net assets
- $2.0B
- Active participants
- 5,568
- With balances
- 8,269
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $647,841 |
| Fidelity Investments Institutional | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $287,549 |
| Seyfarth Shaw Llp | Consulting (general), Legal, Direct payment from the plan | $15,610 |