Unidosus Retirement & Employee Savings Plan
Sponsored by Unidosus · EIN 860212873 · Plan #002
- Total assets
- $23.6M
- Net assets
- $23.6M
- Active participants
- 158
- With balances
- 262
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 |
|---|---|---|
| Kestra Investment Services Llc | Investment advisory (plan) | $34,969 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $30,740 |