Mcchrystal Group Llc 401(k) Profit Sharing Plan
Sponsored by Mcchrystal Group Llc · EIN 273760619 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 80
- With balances
- 108
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 (plan), Direct payment from the plan | $53,997 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $13,437 |