Leadsonline 401(k) Plan
Sponsored by Leadsonline Llc · EIN 874717456 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 134
- With balances
- 132
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,428 |
| Ubs Financial Services Inc | Investment advisory (plan) | $14,175 |