AUMdb

The Unico 401(k) Plan

Sponsored by Unico Properties Llc · EIN 342065558 · Plan #002

Total assets
$62.6M
Net assets
$62.6M
Active participants
213
With balances
371

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
Northwestern Mutual Wealth Mgmt Co Investment advisory (plan) $109,768
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $42,594