Staffing Plus 401(k) Retirement Plan
Sponsored by Staffing Plus, Inc · EIN 364330853 · Plan #333
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 120
- With balances
- 271
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,459 |
| Ubs Financial Services, Inc. | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $24,973 |
| Sikich | Accounting, Direct payment from the plan | $12,700 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $0 |