G2 Software Systems, Inc. Retirement Plan
Sponsored by G2 Software Systems, Inc. · EIN 330454802 · Plan #001
- Total assets
- $28.4M
- Net assets
- $28.4M
- Active participants
- 169
- With balances
- 131
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (plan) | $37,394 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $23,094 |
| National Benefit Services, Llc | Accounting, Consulting (general), Other services | $16,291 |