Ubg 401(k) Fca/Vision Ag
Sponsored by Farmers Coop Assn And Vision Ag, Llc · EIN 203411951 · Plan #002
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 139
- With balances
- 107
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $17,196 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $2,800 |
| Intellicents Investment Solutions I | Investment advisory (plan) | $1,676 |
| United Benefits Group | Investment advisory (plan), Contract administrator | $1,671 |