Unicredit Bank Gmbh, New York Branch
Sponsored by Unicredit Bank Gmbh, New York Branch · EIN 132774123 · Plan #002
- Total assets
- $220M
- Net assets
- $220M
- Active participants
- 112
- With balances
- 301
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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments Llc | Investment advisory (plan) | $23,409 |
| Mercerusinc | Consulting (general), Investment advisory (plan) | $23,409 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,528 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$32,745 |