Universal Bearings Llc Profit Sharing Plan & Trust
Sponsored by Universal Bearings, Llc · EIN 260762205 · Plan #001
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 309
- With balances
- 335
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $96,153 |
| Robert W Baird & Co Incorporated | Investment advisory (plan) | $37,060 |