Wm. T. Burnett 401(k) Retirement Plan
Sponsored by Wm. T. Burnett Holding Llc · EIN 262657994 · Plan #002
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 381
- With balances
- 428
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $62,266 |
| Ubs Financial Services Inc | Investment advisory (plan) | $59,691 |