North American Breweries, Inc. Employees' Savings And Investment Plan
Sponsored by North American Breweries, Inc. · EIN 800301528 · Plan #001
- Total assets
- $81.6M
- Net assets
- $81.6M
- Active participants
- 508
- With balances
- 687
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 |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $87,493 |
| Ubs Financial Services Inc | Investment management, Direct payment from the plan | $20,000 |
| Insero And Co Cpas Llp | Accounting, Direct payment from the plan | $15,325 |