Unit4 401(k) Plan
Sponsored by Unit4 Business Software, Inc. · EIN 043461317 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 100
- With balances
- 177
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $24,554 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $19,146 |