Blue Umbrella 401(k) Plan
Sponsored by Advanced Systems Engineering Corporation · EIN 541627376 · Plan #002
- Total assets
- $47.1M
- Net assets
- $47.1M
- Active participants
- 117
- With balances
- 182
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 |
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $158,317 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Other fees | $0 |
| Uniglobal Pension Planning, Inc. | Other services, Other fees | $0 |
| Matthews, Carter & Boyce | Accounting, Other fees | $0 |
| Signature Estate & Investmt Advisor | Investment advisory (plan), Other fees | $0 |