AUMdb

United Grain Retirement And Savings Plan

Sponsored by United Grain Corporation · EIN 930575964 · Plan #003

Total assets
$42.1M
Net assets
$42.1M
Active participants
106
With balances
145

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $46,701
Cambridge Investment Research, Inc. Investment advisory (plan), Consulting fees $41,889