Roach & Smith Distributors, Inc. Retirement Plan & Trust
Sponsored by Roach And Smith Distributors, Inc. · EIN 810300846 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 187
- With balances
- 155
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 | Investment advisory (plan) | $11,581 |
| Capital Group Retirement Plan Svcs | Recordkeeping fees | $500 |