Ups/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan
Sponsored by United Parcel Service Company · EIN 131686691 · Plan #001
- Total assets
- $618M
- Net assets
- $618M
- Active participants
- 1,911
- With balances
- 1,926
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $207,875 |
| Alan Biller & Associates | Consulting (general), Direct payment from the plan | $17,078 |
| Fidelity Inv. Ins. Ops. Co. Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $0 |