Michelman, Inc. Retirement And Savings Plan
Sponsored by Michelman, Inc. · EIN 310527168 · Plan #002
- Total assets
- $50.0M
- Net assets
- $50.0M
- Active participants
- 223
- With balances
- 231
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $110,000 |
| Empower Advisory Group, Llc | Investment management | $21,328 |
| Barnes, Dennig And Co. Ltd | Accounting | $9,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |