Venture Mechanical, Inc. 401(k) Plan
Sponsored by Venture Mechanical, Inc. · EIN 751466233 · Plan #001
- Total assets
- $24.7M
- Net assets
- $24.7M
- Active participants
- 138
- With balances
- 154
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $88,975 |
| Ubs Financial Services Inc | Investment advisory (plan), Other fees | $0 |
| Nova 401 (K) Associates | Other services, Other fees | $0 |