AUMdb

United Bank Of Michigan Savings Plan

Sponsored by United Bank Of Michigan · EIN 381151910 · Plan #002

Total assets
$22.7M
Net assets
$22.7M
Active participants
161
With balances
221

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Investment advisory (plan), Participant communication, Other services $25,000
Ascensus Llc Recordkeeping, Recordkeeping fees, Participant loan processing $21,170