Ub Greensfelder Llp Retirement/401(k) Plan
Sponsored by Ub Greensfelder Llp · EIN 340756436 · Plan #001
- Total assets
- $191M
- Net assets
- $191M
- Active participants
- 292
- With balances
- 380
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 |
|---|---|---|
| Highland Consulting Associates Inc. CRD 109834 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Highland Consulting Associates | Investment management, Direct payment from the plan | $37,500 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $5,119 |
| Charles Schwab & Co.,Inc. | Shareholder servicing fees, Float revenue | $0 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |