Itex Group Retirement Plan
Sponsored by Itex Property Management, Llc · EIN 200163462 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 211
- With balances
- 182
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) | $16,675 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $16,645 |
| Loren D Stark Company | Contract administrator | $3,060 |