United Infrastructure Group 401(k) And Profit Sharing Plan
Sponsored by United Infrastructure Group, Inc. · EIN 570677291 · Plan #001
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 639
- With balances
- 564
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $46,164 |
| Penserv Plan Services | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $31,576 |
| Wells Fargo Advisors | Trustee (directed), Direct payment from the plan, Recordkeeping fees | $22,315 |
| Mg Trust Company, Llc | Custodial (securities), Direct payment from the plan, Recordkeeping fees | $4,871 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |