Tasc 401(k) Plan
Sponsored by Total Administrative Services Corporation · EIN 390557640 · Plan #001
- Total assets
- $72.5M
- Net assets
- $72.5M
- Active participants
- 687
- With balances
- 918
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) | $39,370 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $12,166 |
| Baker Tilly Us, Llc | Accounting | $10,500 |
| Baker Tilly Us, Llp | Accounting | $5,334 |