AUMdb

Uckele Health & Nutrition 401(k) Plan

Sponsored by Uckele Health & Nutrition, Inc. · EIN 382106286 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
255
With balances
163

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
Sym Financial Corporation CRD 107517 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sym Financial Investment advisory (participants), Investment advisory (plan), Investment management $26,321
Kt Administrators, Llc Recordkeeping, Participant loan processing, Direct payment from the plan $24,023