UNIFIED TRUST
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
36
Active participants
14,713
Total plan assets
$853.3M
Filings (rows)
37
Direct comp
$2.1M
Indirect comp
$96K
Aggregating 3 name variants under "UNIFIED TRUST"
SERVICES PROVIDED
Other22
Recordkeeper11
Trustee2
TPA / Administrator1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| UTC STABLE VALUE TRUST FUND | 9 |
| METLIFE UTC STABLE VALUE FUND | 9 |
| UNIFIED TRUST STABLE VALUE FUND | 3 |
| UTC WEALTH PRES STRAT TARGET MOD | 3 |
| UTC WEALTH PRES STRAT TARGET RISK | 3 |
| UTC WPS TARGET RISK - MOD II | 3 |
| UNIFIED TRUST N A | 3 |
| UTC WPS TARGET RISK - CONSV II | 3 |
| METLIFE STABLE VALUE TRUST | 2 |
| METLIFE STABLE VALUE TRUST FUND | 2 |
| UTC NA WP STR TRGT RISK CONSERV CIF | 2 |
| UNIFIED TRUST NA WEALTH PRESERVATIO | 2 |
| WPS TARGET RISK - MOD II | 2 |
| UTC NA WP STR TRGT RISK GROWTH CIF | 2 |
| UTC NA WP STR TRGT RISK MODERAT CIF | 2 |
| UNIFIED TRUST NA STABLE VALUE MASTE | 1 |
| UTC WEALTH PRES STRATEGY- GROWTH | 1 |
| METLIFE UTC STABLE VALUE TRUST FUND | 1 |
| UTC METLIFE STABLE VALUE FUND | 1 |
| UNIFIED TRUST STABLE VALUE MASTER | 1 |
| UTC WPS TARGET RISK - MODERATE CIF | 1 |
| UTC WEALTH PRES STRATEGY- MODERATE | 1 |
| UTC WEALTH PRES STRATEGY- CONVERSV | 1 |
| UTC WPS TARGET RISK - CONSERV CIF | 1 |
Top plans served
Showing top 37 of 36 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BRD OF TTEES UFCW LOCAL ONE 401(K) SAVINGS PLAN UFCW LOCAL ONE 401(K) SAVINGS PLAN | ORISKANY, NY | Other NONE | 9,227 | $124.4M | $459K |
| BRD OF TTEES UFCW LOCAL ONE 401(K) SAVINGS PLAN UFCW LOCAL ONE 401(K) SAVINGS PLAN | ORISKANY, NY | Other NONE | 9,227 | $124.4M | $120K |
| ST. PAUL'S SCHOOL ST. PAUL'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CONCORD, NH | Other NONE | 327 | $99.6M | $160K |
| AMERICANTCS FIDUCIARY SERVICES, LLC FDABUNDANCE PEP | PITTSBURGH, PA | Other NONE | 759 | $97.0M | $81K |
| ST. PAUL'S SCHOOL ST. PAUL'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CONCORD, NH | Other NONE | 324 | $89.2M | $156K |
| UWHARRIE CAPITAL CORP UWHARRIE CAPITAL CORP EMPLOYEES 401K RETIREMENT PLAN | ALBEMARLE, NC | Other NONE | 190 | $32.1M | $73K |
| UWHARRIE CAPITAL CORP UWHARRIE CAPITAL CORP EMPLOYEES 401K RETIREMENT PLAN | ALBEMARLE, NC | Other NONE | 190 | $31.1M | $71K |
| CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST | LYNCHBURG, VA | Other NONE | 55 | $30.4M | $84K |
| THE DERRYFIELD SCHOOL THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MANCHESTER, NH | Other NONE | 155 | $29.0M | $46K |
| UWHARRIE CAPITAL CORP UWHARRIE CAPITAL CORP EMPLOYEES 401K RETIREMENT PLAN | ALBEMARLE, NC | Other NONE | 188 | $26.9M | $68K |
| THE DERRYFIELD SCHOOL THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MANCHESTER, NH | Other NONE | 165 | $25.8M | $46K |
| CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST | LYNCHBURG, VA | Other NONE | 49 | $25.3M | $76K |
| SPERO FINANCIAL FEDERAL CREDIT UNION SPERO FINANCIAL FEDERAL CREDIT UNION 401(K)/PROFIT SHARING PLAN | GREENVILLE, SC | Other N/A | 157 | $22.7M | $18K |
| DEALERS WAREHOUSE CORPORATION DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN | POWELL, TN | Recordkeeper RECORDKEEPER | 216 | $20.0M | $15K |
| ALLIANCE INDUSTRIAL CORPORATION ALLIANCE INDUSTRIAL CORPORATION RETIREMENT SAVINGS PLAN | LYNCHBURG, VA | Other 0 | 124 | $20.0M | $51K |
| SPERO FINANCIAL FEDERAL CREDIT UNION SPERO FINANCIAL FEDERAL CREDIT UNION 401(K)/PROFIT SHARING PLAN | GREENVILLE, SC | Other N/A | 160 | $19.8M | $16K |
| CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST | LYNCHBURG, VA | Other NONE | 57 | $19.8M | $64K |
| EDUCATION LOAN FINANCE, INC. EDUCATION LOAN FINANCE, INC 401(K) PLAN | KNOXVILLE, TN | Recordkeeper RECORDKEEPER | 300 | $19.6M | $9K |
| ALLIANCE INDUSTRIAL CORPORATION ALLIANCE INDUSTRIAL CORPORATION RETIREMENT SAVINGS PLAN | LYNCHBURG, VA | Other 0 | 132 | $18.4M | $53K |
| EDUCATION LOAN FINANCE, INC. EDUCATION LOAN FINANCE, INC 401(K) PLAN | KNOXVILLE, TN | Recordkeeper RECORDKEEPER | 284 | $16.7M | $8K |
| SPERO FINANCIAL FEDERAL CREDIT UNION SPERO FINANCIAL FEDERAL CREDIT UNION 401(K)/PROFIT SHARING PLAN | GREENVILLE, SC | Other N/A | 144 | $16.0M | $27K |
| DEALERS WAREHOUSE CORPORATION DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN | POWELL, TN | Recordkeeper RECORDKEEPER | 187 | $15.3M | $19K |
| BODIES BY BRENENGEN BODIES BY BRENENGEN 401(K) PROFIT SHARING PLAN | WEST SALEM, WI | Recordkeeper RECORDKEEPER | 21 | $9.1M | $34K |
| SILVERSTONE BY HUNT TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF SILVERSTONE BY HUNT | NASHUA, NH | Other NONE | 98 | $6.3M | $24K |
| SILVERSTONE BY HUNT TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF SILVERSTONE BY HUNT | NASHUA, NH | Other NONE | 104 | $5.7M | $24K |
| AUGUSTA COOPERATIVE FARM BUREAU, INC. AUGUSTA COOPERATIVE FARM BUREAU, INC. 401(K) SAVINGS PLAN | STAUNTON, VA | Other 0 | 119 | $5.6M | $27K |
| SITEX CORPORATION SITEX CORPORATION TEAM MEMBERS RETIREMENT PLAN | HENDERSON, KY | Recordkeeper RECORDKEEPER | 130 | $5.2M | $27K |
| SITEX CORPORATION SITEX CORPORATION TEAM MEMBERS RETIREMENT PLAN | HENDERSON, KY | Recordkeeper RECORDKEEPER | 129 | $4.3M | $25K |
| CONTROLSCAN HOLDINGS, INC. CONTROLSCAN HOLDINGS, INC. 401(K) PLAN | LEXINGTON, KY | TPA / Administrator CONTRACT ADMINISTRATOR | 146 | $3.9M | $28K |
| STEUBEN CHURCHPEOPLE AGAINST POVERTY INC DBA ARBOR HOUSING DEVELOPMENT ARBOR HOUSING & DEVELOPMENT 401(K) RETIREMENT PLAN | CORNING, NY | Recordkeeper TRUSTEE, RECORDKEEPER | 116 | $3.6M | $26K |
| STEUBEN CHURCHPEOPLE AGAINST POVERTY INC DBA ARBOR HOUSING DEVELOPMENT ARBOR HOUSING & DEVELOPMENT 401(K) RETIREMENT PLAN | CORNING, NY | Recordkeeper TRUSTEE, RECORDKEEPER | 123 | $3.5M | $21K |
| STEUBEN CHURCHPEOPLE AGAINST POVERTY INC DBA ARBOR HOUSING DEVELOPMENT ARBOR HOUSING & DEVELOPMENT 401(K) RETIREMENT PLAN | CORNING, NY | Recordkeeper TRUSTEE, RECORDKEEPER | 116 | $3.0M | $21K |
| HUBBLE GROUP, LLC HUBBLE GROUP, LLC 401K PLAN | MERIDIAN, ID | Other SERVICE PROVIDER | 95 | $2.3M | $14K |
| GLOVE HOUSE, INC. GLOVE HOUSE, INC. 401(K) RETIREMENT PLAN | ELMIRA, NY | Trustee TRUSTEE | 41 | $1.3M | $6K |
| SITEX CORPORATION SITEX CORPORATION TEAM MEMBERS RETIREMENT PLAN | HENDERSON, KY | Recordkeeper RECORDKEEPER | 0 | $41K | $30K |
| ALLIANCE INDUSTRIAL CORPORATION ALLIANCE INDUSTRIAL CORPORATION RETIREMENT SAVINGS PLAN | LYNCHBURG, VA | Other 0 | 0 | $0 | $43K |
| GLOVE HOUSE, INC. GLOVE HOUSE, INC. 401(K) RETIREMENT PLAN | ELMIRA, NY | Trustee TRUSTEE | 85 | — | $2K |