AUMdb

Uhlmann Holding Company 401(k) Plan

Sponsored by Uhlmann Holding Company · EIN 911285648 · Plan #002

Total assets
$13.2M
Net assets
$13.2M
Active participants
222
With balances
216

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Raymond James Investment advisory (plan), Investment management fees (direct) $34,853
Nwps Recordkeeping, Consulting (pension), Participant loan processing $28,069