401(k) Plan For Ees Of Utilities & Industries Mgt. Corp. & Affiliates
Sponsored by Utilities & Industries Management Corp · EIN 131789034 · Plan #004
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 196
- With balances
- 246
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Participant loan processing, Direct payment from the plan | $59,143 |
| Ppc, Inc. | Contract administrator, Direct payment from the plan, Other services | $525 |
| Leumi Investment Services Inc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |