Ufinancial Employees 401(k) Plan
Sponsored by Cocores Holdings, Llc Dba Ufinancial Group · EIN 822487164 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 123
- With balances
- 135
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $31,431 |
| Empower Annuity Insurance Company O | Investment management, Recordkeeping fees | $6,317 |
| Ascensus Holdings Dba Future Plan | Contract administrator | $75 |
| Mml Investors Services Llc | Other services, Other fees | $0 |
| Cardinal Pension Group Inc | Other services, Other fees | $0 |
| Ascensus Inc | Other fees | $0 |
| Mmlis | Other commissions | $0 |
| Wilshite Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |