Umc Physicians 401(k) Plan
Sponsored by Umc Physicians · EIN 752646477 · Plan #001
- Total assets
- $35.9M
- Net assets
- $35.9M
- Active participants
- 457
- With balances
- 550
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 |
|---|---|---|
| Nova 401(k) Associates Lp | Recordkeeping, Participant loan processing, Recordkeeping fees | $11,975 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $11,406 |
| Mesirow Financial, Inc | Investment advisory (plan) | $6,566 |
| Mml Investors Services, Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |