Union Agener, Inc. 401(k) Savings Plan
Sponsored by Union Agener, Inc. · EIN 831712317 · Plan #001
- Total assets
- $19.3M
- Net assets
- $19.3M
- Active participants
- 173
- With balances
- 199
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan), Investment management | $34,782 |
| Futureplan By Ascensus | Recordkeeping, Consulting (pension), Participant loan processing | $30,665 |