The Retirement Income Plan For Employees Of Ul Llc
Sponsored by Ul Llc · EIN 943282454 · Plan #001
- Total assets
- $262M
- Net assets
- $262M
- Active participants
- 679
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 97% | 2024 |
| Hood River Capital Management Llc CRD 166089 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting Inc | Actuarial, Plan administrator, Direct payment from the plan | $470,299 |
| Fiducient Advisors Llc | Investment advisory (plan), Investment management fees (direct) | $171,263 |
| Income Research And Managment Inc | Investment management, Investment management fees (direct) | $93,573 |
| Principal Custody Solutions | Recordkeeping, Direct payment from the plan | $76,497 |
| Hood River Capital Management | Investment management, Investment management fees (direct) | $70,515 |
| Macquarie Inv Management Advisers | Investment management, Investment management fees (direct) | $26,545 |
| State Street Global Advisors | Investment management, Investment management fees (direct) | $8,736 |
| Seyfarth Shaw Llp | Consulting (general), Legal, Direct payment from the plan | $6,929 |