Utility Workers Union Of America Deferred Compens Plan
Sponsored by Board Of Trustees Of The Uw Of A Deferred Compensation Plan · EIN 061822042 · Plan #001
- Total assets
- $100M
- Net assets
- $100M
- Active participants
- 565
- With balances
- 594
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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Watkins, Pawlick, Calati & Prifiti | Legal | $32,642 |
| Calibre Cpa Group Pllc | Accounting | $16,500 |
| Lincoln National Corporation | Recordkeeping fees | $15,045 |
| Tic Midwest | Plan administrator | $13,503 |
| Marquette Associates, Inc | Investment advisory (plan) | $10,000 |
| Tic International Corporation | Plan administrator | $5,748 |