Uworld, Llc 401(k) Plan
Sponsored by Uworld, Llc · EIN 450583822 · Plan #001
- Total assets
- $36.5M
- Net assets
- $36.5M
- Active participants
- 453
- With balances
- 515
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| 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 O | Recordkeeping fees | $79,703 |
| Usi Advisors Inc | Investment advisory (plan) | $27,366 |
| Empower Advisory Group, Llc | Investment management | $21,447 |