Uw Provision Company Inc. 401(k) Plan
Sponsored by Uw Provision Company Inc. · EIN 390985822 · Plan #007
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 104
- With balances
- 137
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $29,384 |
| Blue Chip Retirement Plans Inc. | Contract administrator | $10,193 |
| Hawkins Ash Cpas Llp | Accounting | $8,200 |
| Empower Advisory Group, Llc | Investment management | $3,248 |
| Map Retirement Inc. | Contract administrator | $1,876 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $0 |