AUMdb

Haag Streit Usa, Inc. Cash Or Deferred Profit Sharing Plan

Sponsored by Haag Streit Usa, Inc. · EIN 311209950 · Plan #001

Total assets
$19.4M
Net assets
$19.4M
Active participants
147
With balances
195

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ubs Financial Services Inc Payment Consulting (general) $36,712
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$14,440