United Bancshares, Inc. Restated Employee Stock Ownership Plan
Sponsored by United Bancshares, Inc. · EIN 341516518 · Plan #004
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 149
- With balances
- 284
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Recordkeeping, Consulting (pension), Direct payment from the plan | $35,127 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $27,720 |
| Hovde Group | Valuation | $21,100 |
| Axia Advisory | Accounting, Direct payment from the plan | $12,000 |
| Charles Schwab | Custodial (securities), Trustee (institutional), Direct payment from the plan | $7,492 |