Urus Group Lp 401(k) Retirement Plan
Sponsored by Urus Group Lp · EIN 832013330 · Plan #002
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 1,777
- With balances
- 1,909
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Private Advisor Group Llc | Investment advisory (plan) | $88,571 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $74,972 |