Taylor United, Inc. 401(k) Plan
Sponsored by Taylor United, Inc. · EIN 910853722 · Plan #001
- Total assets
- $32.8M
- Net assets
- $32.8M
- Active participants
- 497
- With balances
- 331
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 | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $52,447 |
| Nwic Dba Nwps | Recordkeeping, Consulting (general), Participant loan processing | $24,421 |
| Charles Trust Schwab Bank | Custodial (securities), Other services, Direct payment from the plan | $10,007 |