Universal Insurance Company Profit Sharing & Savings Plan Us
Sponsored by Universal Insurance Managers, Inc · EIN 421610421 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 195
- With balances
- 244
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 Annuity Insurance Company | Recordkeeping fees | $36,452 |
| Empower Advisory Group Llc | Investment management | $23,472 |
| Cetera Advisor Networks, Llc | Other commissions | $0 |
| Pension Plus, Inc | Contract administrator | $0 |