AUMdb

Ufcw Members, Local Unions, And Multi Employer 401(k) Plan

Sponsored by Ufcw Members, Local Unions, And Mu · EIN 380513037 · Plan #003

Total assets
$30.2M
Net assets
$30.1M
Active participants
2,369
With balances
2,727

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
Sentinel Benefit Group $165,810
Cygnet Financial Planning, Inc. $50,898
Corporate Plan Administrators, Inc. $42,698
Lotito & Lazzara, P.C. $26,000
Fiduciary Firewall Consulting $20,717
Fidelity Investments $11,875
Varnum Llp $656