United Consulting Group, Ltd 401(k) Profit Sharing Plan
Sponsored by United Consulting Group, Ltd. · EIN 581881430 · Plan #001
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 143
- With balances
- 140
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 |
|---|---|---|
| Wipfli Llp | Other fees | $14,650 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $1,222 |