Veterans United Home Loans 401(k) Plan
Sponsored by Mortgage Research Center Llc · EIN 431965151 · Plan #001
- Total assets
- $485M
- Net assets
- $484M
- Active participants
- 4,232
- With balances
- 5,293
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $465,639 |
| Ubs Funancial | Investment advisory (plan), Direct payment from the plan | $98,000 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $64,959 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $21,000 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $1,099 |