U.M.C., Inc Employee 401(k) Plan
Sponsored by U.M.C., Inc. · EIN 410970352 · Plan #001
- Total assets
- $26.6M
- Net assets
- $26.6M
- Active participants
- 201
- With balances
- 256
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $43,887 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $27,007 |
| Ds & B, Ltd | Accounting | $15,500 |