Universal Pediatric Services 401(k) Plan
Sponsored by Universal Pediatric Services, Inc. · EIN 421280284 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 255
- With balances
- 118
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 |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Inc. | Claims processing, Contract administrator, Recordkeeping | $3,712 |
| Nationwide | Recordkeeping, Recordkeeping fees, Account maintenance fees | $1,435 |
| Wells Fargo Advisors Financial | Investment advisory (participants), Investment advisory (plan) | $0 |