Ubg 401(k) Cpi
Sponsored by Cooperative Producers, Inc · EIN 470206858 · Plan #002
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 382
- With balances
- 154
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Benefits Group | Contract administrator | $6,474 |
| Intellicents Investment Solutions I | Investment advisory (plan) | $5,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |