Palmer Holland, Inc. Profit Sharing Plan & Trust
Sponsored by Palmer Holland, Inc. · EIN 340764574 · Plan #001
- Total assets
- $35.9M
- Net assets
- $35.9M
- Active participants
- 234
- With balances
- 269
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 (participants) | $68,990 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $33,991 |