Universal Pure 401(k) Plan
Sponsored by Universal Pure Holdings, Llc · EIN 800871967 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 1,032
- With balances
- 162
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 |
|---|---|---|
| Pca Investment Advisory Services, Inc. CRD 123475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Corporation Of America | Contract administrator, Recordkeeping, Direct payment from the plan | $32,613 |
| Pca Investment Advisory Services | Investment advisory (plan), Direct payment from the plan | $20,507 |
| Charles Schwab Trust Bank | Trustee (directed), Direct payment from the plan, Investment management fees (indirect) | $0 |