Unger 401 K & Profit Sharing Plan
Sponsored by Unger Enterprises, Llc · EIN 471994553 · Plan #003
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 129
- With balances
- 130
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
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 | $3,575 |