Universal Technologies Of Wisconsin, Inc. Profit Sharing Retirement Plan
Sponsored by Universal Technologies Of Wisconsin, Inc. · EIN 390172770 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 95
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Investment Professionals, Llc CRD 282495 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| 401 K Investment Prof. | Investment advisory (plan), Direct payment from the plan | $17,824 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $4,789 |