AUMdb

Universal Athletic Services, Inc. 401(k) Retirement Plan

Sponsored by Universal Athletic Services, Inc. · EIN 810340377 · Plan #002

Total assets
$9.0M
Net assets
$9.0M
Active participants
64
With balances
137

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $27,752
Sannah Brandt Llc Contract administrator $11,987
Empower Annuity Insurance Company Recordkeeping fees $10,755
Leafhouse Financial Advisors Llc Other fees $7,012
Empower Annuity Group Llc Investment management $863