Perkins Eastman Architects, Dpc 401(k) Plan
Sponsored by Perkins Eastman Architects, Dpc · EIN 133044005 · Plan #001
- Total assets
- $163M
- Net assets
- $163M
- Active participants
- 820
- With balances
- 1,379
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) | $98,588 |
| Lilling | Accounting | $6,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$4,023 |