Unlimited Construction Services Inc. 401(k) Profit Sharing Plan
Sponsored by Unlimited Construction Services Inc. · EIN 990284837 · Plan #001
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 139
- With balances
- 344
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Advocates Investment Man | Investment advisory (plan) | $46,960 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $4,356 |
| Hunnex And Shoemaker, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,150 |
| Financial Advocates Investment | Securities brokerage, Securities brokerage commissions | $2,773 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $8 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $14.4M | 139 | ack 20251014142648NAL0006315314001 |
| 01/01/2021 | $11.7M | 91 | ack 20250911095816NAL0000159731001 |