AUMdb

Uhlig Llc 401(k) Retirement Plan

Sponsored by Uhlig Llc · EIN 900175078 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
90
With balances
118

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
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mml Investors Services Llc Investment advisory (plan) $28,660
Empower Annuity Insurance Company Recordkeeping fees $23,084
Marksnelson Llc Accounting $17,500
Empower Advisory Group, Llc Investment management $4,838