Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Uniglobal Pension Planning, Inc.
Uniglobal Pension Planning, Inc.
- Service provider, as named on Schedule C
- EIN 133601506
- Plan year 2024
- Direct compensation reported $143,111
Assets of those plans
$325,903,138
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$143,111
86% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 49 | Other services | 9 |
| 99 | Other fees | 9 |
| 13 | Contract administrator | 7 |
| 50 | Direct payment from the plan | 6 |
| 15 | Recordkeeping and information management | 3 |
| 37 | Participant loan processing | 3 |
| 64 | Recordkeeping fees | 3 |
Largest plans served
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|---|---|---|---|---|
| Ntrepid, LLC 401(k) Defined Contribution Plan | Ntrepid | $67,360,840 | 345 | $26,322 |
| Blue Umbrella 401(k) Plan | Advanced Systems Engineering | $47,071,117 | 182 | $0 |
| The British Embassy 401(k) Planrecordkeeper | British Embassy | $46,532,750 | 532 | $29,940 |
| The 401(k) Profit Sharing Plan and Trust of Christensen Oconnor Johnson Kindness PLLC | Christensen Oconnor Johnson Kindness | $39,510,185 | 145 | $9,266 |
| Network Designs, Inc. 401(k) Retirement Plan | Network Designs | $21,283,931 | 220 | $3,080 |
| Brivo Systems LLC 401(k) Plan | Brivo | $19,967,885 | 344 | $0 |
| Veros Technologies, LLC 401(k) Plan | Veros Technologies | $18,583,551 | 144 | $1,340 |
| Longenecker & Associates, Inc. 401(k) Plan | Longenecker & Associates | $13,976,690 | 191 | $9,075 |
| Paradyme Management, Inc. Retirement Planrecordkeeper | Paradyme Management | $13,147,400 | 197 | $3,225 |
| Baywood Hotels, Inc. 401(k) Plan | Baywood Hotels | $10,056,606 | 147 | $2,250 |
| Chiaramonte Construction Company 401(k) Plan | Chiaramonte Construction | $9,557,692 | 142 | $14,660 |
| Striking Distance Studios, Inc. 401(k) Plan | Striking Distance Studios | $9,447,836 | 170 | $25,220 |
| Krafton Americas, Inc. 401(k) Plan | Krafton Americas | $8,000,328 | 138 | $2,700 |
| BBB Automotive 401(k) Planrecordkeeper | BBB Automotive | $1,406,327 | 74 | $16,033 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.