United Telephone Company 401(k) Plan
Sponsored by United Telephone Company · EIN 620448502 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 188
- With balances
- 130
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory | Investment advisory (participants) | $18,231 |
| Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $13,050 |