United Data Technologies, 401(k) Retirement Plan
Sponsored by United Data Technologies, Inc. · EIN 650566138 · Plan #002
- Total assets
- $24.4M
- Net assets
- $24.4M
- Active participants
- 470
- With balances
- 458
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| United Capital Financial Advisors, Llc CRD 134600 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $23,527 |
| Osaic Wealth Inc | Investment advisory (plan) | $21,418 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,791 |
| United Capital Financial Advisers | Investment advisory (plan) | $8,873 |