Unwin Company 401(k) Plan And Trust
Sponsored by Unwin Company · EIN 311469050 · Plan #002
- Total assets
- $30.0M
- Net assets
- $30.0M
- Active participants
- 165
- With balances
- 176
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 |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (securities), Insurance services | $5,672 |
| Aps Pentegra | Recordkeeping, Consulting (pension), Participant loan processing | $3,240 |
| Lpl Financial Llc | Investment advisory (participants), Investment advisory (plan), Other services | $0 |