Uei Group 401(k) Plan
Sponsored by Uei Group Services, Inc. · EIN 872488321 · Plan #002 · Overland Park, KS
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 173
- With balances
- 132
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
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 | $23,802 |
| Cetera Investment Advisors Llc | Investment advisory (plan) | $17,252 |
| Cetera Advisors Llc | Investment advisory (plan) | $16,123 |
| Qualified | Investment advisory (participants) | $7,705 |