Allied Universal Cbu 401(k) Plan
Sponsored by Universal Services Of America, Lp · EIN 271562945 · Plan #002
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 3,031
- With balances
- 11,115
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Investment management fees (indirect), Float revenue | $259,966 |
| Sageview Advisory Group | Investment advisory (plan), Investment management fees (direct) | $43,428 |
| Withumsmith+Brown Pc | Accounting, Direct payment from the plan | $16,120 |