Macandrews & Forbes Group, Llc Savings Or Cash Option Plan For Employees
Sponsored by Macandrews & Forbes Group, Llc · EIN 132632773 · Plan #003
- Total assets
- $44.1M
- Net assets
- $44.1M
- Active participants
- 120
- With balances
- 314
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 Inc | Investment management, Direct payment from the plan | $89,960 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $42,342 |
| Charles Schwab & Co.,Inc. | Shareholder servicing fees | $0 |