United Employee Services 401(k) Retirement Savings Plan
Sponsored by United Employee Services, Inc. · EIN 593335577 · Plan #001
- Total assets
- $19.0M
- Net assets
- $19.0M
- Active participants
- 708
- With balances
- 496
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 |
|---|---|---|
| Sound Financial Advisors, Inc. CRD 115875 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sounders Financial Advisors | Investment advisory (participants), Other fees | $10,319 |
| Highland Consulting | Other fees | $5,566 |
| American Pension Services, Llc | Other services | $0 |