Unigroup, C.A. Resources For Employees' Leisure Years Plan
Sponsored by Unigroup C.A. · EIN 430561790 · Plan #002
- Total assets
- $119M
- Net assets
- $119M
- Active participants
- 560
- With balances
- 729
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Honkamp, P.C. | Accounting | $28,382 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $27,782 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$43,425 |