Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIFIED PURCHASING GROUP
EIN 27-0603743business supplies and equipmentLatest filing 2024
Plans
2
Retirement
2
$14.6M assets
Welfare
0
Participants
16
901 BAXTER DR. - SOUTH JORDAN, UT 84095801-784-8744upg.orgLinkedIn11-50 employeesbusiness supplies and equipment
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.6M assets / 16 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
UNIFIED PURCHASING GROUP CASH BALANCE PENSION PLAN
CashBalance
Assets$7.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UNIFIED PURCHASING GROUP RETIREMENT PLAN
401k
Assets$7.2M
Participants8
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 | UNIFIED PURCHASING GROUP CASH BALANCE PENSION PLAN | CashBalance | $7.5M | 8 | 2024 | |
| 001 | UNIFIED PURCHASING GROUP RETIREMENT PLAN | 401k | $7.2M | 8 | 2024 |
Retirement plans