United Cerebral Palsy Association Of The North Country, Inc 401(k) Plan
Sponsored by United Cerebral Palsy Association Of The North Country, Inc · EIN 161568985 · Plan #002
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 202
- With balances
- 220
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $27,958 |
| Lpl Financial Corporation | Consulting (general), Insurance services, Investment advisory (plan) | $23,239 |