Keith BERG signed UHY Advisors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UHY Advisors, Inc.'s EIN is 36-4272852.
Download the official 2024 Form 5500 (PDF) for UHY Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UHY Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$110K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $79K | — |
| MMA SECURITIES | 22-3570392 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $251.1M | 88.1% | |
| [Assets held in common stock] | Other | — | — | $16.2M | 5.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $15.7M | 5.5% | |
| [Assets held in participant loans] | Other | — | — | $2.0M | 0.7% |
| — |
| ADVISOR |
| $55K |
| — |
