Guard Publishing Company Retirement Plan
Sponsored by Guard Publishing Company · EIN 930180090 · Plan #005
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
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), Investment management fees (direct) | $66,207 |
| Milliman, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $44,396 |
| Moss Adams | Accounting, Direct payment from the plan | $29,599 |
| Paylocity Corporation | Other services, Direct payment from the plan | $8,702 |