Delta Sonic Retirement Savings Plan
Sponsored by Delta Sonic Car Wash Systems, Inc. · EIN 160972035 · Plan #002
- Total assets
- $54.2M
- Net assets
- $54.2M
- Active participants
- 1,346
- With balances
- 727
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 |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Float revenue, Recordkeeping fees | $77,824 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $15,247 |