AUMdb

Uwharrie Capital Corp Employees 401 K Retirement Plan

Sponsored by Uwharrie Capital Corp · EIN 561814206 · Plan #001

Total assets
$32.1M
Net assets
$32.1M
Active participants
190
With balances
196

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
Unified Trust Company, N.A. Recordkeeping, Custodial (other), Recordkeeping fees $72,650