Universal Insurance Company Profit Sharing And Savings Plan
Sponsored by Universal Group · EIN 660313825 · Plan #001
- Total assets
- $134M
- Net assets
- $134M
- Active participants
- 1,054
- With balances
- 1,206
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $235,110 |
| Empower Annuity Insurance Company | Recordkeeping fees | $194,172 |
| Cetera Advisor Networks Llc | Other commissions | $0 |
| Pension Plus Inc | Accounting, Contract administrator | $0 |