University Financial Corporation Employee Savings Plan
Sponsored by University Financial Corporation · EIN 411557799 · Plan #001
- Total assets
- $41.8M
- Net assets
- $41.8M
- Active participants
- 328
- With balances
- 388
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $54,134 |
| Nfp Retirement, Inc. | Accounting, Investment advisory (plan) | $38,447 |
| Eide Bailly Llp | Accounting | $14,427 |
| Newport Trust Company | Claims processing, Custodial (securities), Trustee (institutional) | $14,101 |