Unify Consulting Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Unify Consulting Llc · EIN 841718461 · Plan #001 · Kirkland, WA
- Total assets
- $55.6M
- Net assets
- $55.6M
- Active participants
- 423
- With balances
- 629
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $71,391 |