AUMdb

Ug2, Llc 401(k) Retirement Plan

Sponsored by Ug2, Llc · EIN 461581160 · Plan #001

Total assets
$29.8M
Net assets
$29.8M
Active participants
2,534
With balances
526

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
Benefit Plans Admin Services Recordkeeping, Custodial (securities), Participant loan processing $72,820