Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UDIRECT IRA SERVICES, LLC
EIN 27-0498367financial servicesLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
27
8 CORPORATE PARK, SUITE 300 - IRVINE, CA 92606714-831-1866udirectira.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 27 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UDIRECT IRA SERVICES, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UDIRECT IRA SERVICES 401(K) PLAN
401k
Assets$754K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UDIRECT IRA SERVICES, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.6M | 13 | 2024 | |
| 001 | UDIRECT IRA SERVICES 401(K) PLAN | 401k | $754K | 14 | 2024 |
Retirement plans