Uap Clinic Retirement Plan
Sponsored by Union Associated Physicians Clinic, Llc · EIN 270581401 · Plan #003
- Total assets
- $61.2M
- Net assets
- $61.2M
- Active participants
- 607
- With balances
- 431
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 |
|---|---|---|
| Axia Advisory, Llc CRD 107571 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Axia Advisory Corporation | Investment advisory (plan), Investment management, Investment management fees (direct) | $26,289 |
| Fid Inv Inst Ops Co | Contract administrator, Recordkeeping, Direct payment from the plan | $15,405 |