AUMdb

Ufcw Local 1 D 401(k) Plan

Sponsored by The Board Of Trustees Of The Ufcw Local 1 D 401 K · EIN 822171406 · Plan #001

Total assets
$16.5M
Net assets
$16.5M
Active participants
316
With balances
468

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
Transamerica Retirement Solutions, Recordkeeping, Float revenue, Participant loan processing $77,389
Long Island Employee Benefits Group Recordkeeping, Participant loan processing, Recordkeeping fees $36,219
Zazzali Fagella Nowak K&F Legal $13,500
Kp Lynch Cpa Pc Accounting $8,568
Robert P Brady Agency Inc Other fees $6,745
Cetera Advisor Networks Llc Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0
Cetera Financial Group Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0