Utica First Insurance Company Employees Retirement & Savings Plan
Sponsored by Utica First Insurance Company · EIN 150476540 · Plan #002
- Total assets
- $25.3M
- Net assets
- $25.3M
- Active participants
- 135
- With balances
- 159
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 |
|---|---|---|
| Strategic Financial Services, Inc. CRD 109677 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Financial Services | Investment advisory (plan), Direct payment from the plan | $83,464 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $47,764 |