Total Mortgage Services, Llc 401(k) Profit Sharing Plan
Sponsored by Total Mortgage Services, L.L.C · EIN 061484285 · Plan #002
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 426
- With balances
- 316
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 |
| Strategic Advisors Llc CRD 125882 | 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) | $32,666 |
| Fidelity Investment Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $16,121 |
| Pasi, Llc | Consulting (general) | $8,655 |
| Strategic Advisors,Inc. | Investment advisory (plan) | $2,799 |