AUMdb

Utah Youth Village, Inc. Profit Sharing Plan

Sponsored by Utah Youth Village, Inc. · EIN 870301014 · Plan #001

Total assets
$13.6M
Net assets
$13.6M
Active participants
120
With balances
370

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Kestra Advisory Services Llc Investment advisory (plan) $52,242
Empower Annuity Insurance Company O Recordkeeping fees $26,077