United Talent Agency Llc 401(k) Plan
Sponsored by United Talent Agency Llc · EIN 954312582 · Plan #001
- Total assets
- $165M
- Net assets
- $165M
- Active participants
- 1,670
- With balances
- 2,221
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $147,375 |
| Nfp Retirement, Inc. | Consulting (general), Direct payment from the plan | $62,000 |
| Merrill Lynch, Pierce, Fenner & Smi | Investment advisory (plan), Direct payment from the plan | $7,440 |
| Pasadena Private Wealth Llc | Securities brokerage, Securities brokerage commissions | $6,399 |
| Charles Schwab & Co., Inc | Securities brokerage, Securities brokerage commissions | $558 |