Fowler Property Acquisitions, Llc Retirement Savings Plan
Sponsored by Fowler Property Acquisitions, Llc · EIN 331083684 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 171
- With balances
- 265
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $57,468 |
| Ubs Financial Services, Inc. | Consulting (general), Investment advisory (plan) | $51,124 |