Wellbore Integrity Solutions 401(k) Plan
Sponsored by Wellbore Integrity Solutions Llc. · EIN 834095343 · Plan #001
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 462
- With balances
- 434
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 advisory (plan), Direct payment from the plan | $66,429 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $48,061 |
| Weaver And Tidwell, Llp | Accounting, Direct payment from the plan | $12,957 |