United Physicians 401(k) Plan & Trust
Sponsored by United Physicians, Inc. · EIN 383500370 · Plan #001
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 111
- With balances
- 148
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 |
|---|---|---|
| Mma Securities, Llc | Recordkeeping, Trustee (institutional), Other services | $29,140 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $16,230 |