Ub Family Medicine Inc 401(k) Profit Sharing Plan And Trust
Sponsored by Ub Family Medicine Inc · EIN 161280696 · Plan #001
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 147
- With balances
- 157
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 |
|---|---|---|
| Trm Advisors Lp CRD 321278 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Americantcs Fid | Contract administrator, Recordkeeping, Investment advisory (participants) | $38,328 |
| John Hancock Retirement Plan Svcs | Recordkeeping, Float revenue, Recordkeeping fees | $30,819 |
| Trg Advisors Inc | Contract administrator, Recordkeeping, Investment advisory (participants) | $28,526 |