The United Collection Bureau, Inc. Savings Plan And Trust
Sponsored by United Collection Bureau, Inc. And Subsidiaries · EIN 344479789 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 182
- With balances
- 131
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 |
|---|---|---|
| Venture Visionary Partners Llc CRD 304237 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Venture Visionary Partners Llc | Investment advisory (plan) | $27,605 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $5,739 |