Ubg 401(k) Agstate Sh Match
Sponsored by Agstate · EIN 420243900 · Plan #040
- Total assets
- $31.0M
- Net assets
- $31.0M
- Active participants
- 274
- With balances
- 395
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Financial Inc | Other fees | $73,324 |
| United Benefits Group | Contract administrator | $28,866 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $25,150 |
| Intellicents Investment Solutions I | Investment advisory (plan) | $5,000 |