United Call Center Solutions, Llc 401(k) Plan
Sponsored by United Call Center Solutions, Llc · EIN 832018520 · Plan #001
- Total assets
- $7.0M
- Net assets
- $6.9M
- Active participants
- 1,347
- With balances
- 627
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $94,349 |
| Miller Cooper & Co Ltd | Accounting | $23,500 |
| Creative Planning Holdco Llc Dba Cr | Investment advisory (plan) | $11,263 |
| Empower Advisory Group, Llc | Investment management | $9,756 |
| Raymond James & Associates Inc | Investment advisory (plan) | $8,077 |
| Creative Planning Llc | Investment advisory (plan) | $94 |
| Raymond James | Investment advisory (plan) | $0 |