Urban Engineering & Associates, Inc. 401(k)
Sponsored by Urban Engineering And Associates, Inc. · EIN 540976021 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 109
- With balances
- 176
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 |
|---|---|---|
| Potomac Wealth Management Llc CRD 150482 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Potomac Wealth Management | Investment advisory (plan), Direct payment from the plan | $32,564 |
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $17,232 |