The Law Offices Of Peter G. Angelos 401 K Plan
Sponsored by The Law Offices Of Peter G. Angelos, A Professiona · EIN 521866796 · Plan #002
- Total assets
- $30.6M
- Net assets
- $30.6M
- Active participants
- 87
- With balances
- 99
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) | $39,063 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$10,888 |