Ergon 401(k) Plan
Sponsored by Ergon, Inc. · EIN 640503423 · Plan #002
- Total assets
- $771M
- Net assets
- $771M
- Active participants
- 3,816
- With balances
- 4,507
Plan year beginning 07/01/2024 · 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) | $332,040 |
| Capital Group Retirement Plan Svcs. | Sub-transfer agency fees, Float revenue, Trustee (directed) | $265,625 |