Unitek Employees Retirement Savings Plan
Sponsored by Unitek Acquisition, Inc. · EIN 352304123 · Plan #001
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 507
- With balances
- 333
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 |
|---|---|---|
| Clearview Financial Partners, Llc CRD 286168 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $74,606 |
| Clearview Financial Partners | Consulting (general), Investment advisory (plan) | $13,938 |
| Lion Street Financial, Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |