Ss&C Technologies, Inc. 401(k) Retirement Savings Plan
Sponsored by Ss&C Technologies, Inc · EIN 061169696 · Plan #001
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 11,166
- With balances
- 14,189
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $454,706 |
| Ubs Financial Services Inc. | Investment advisory (plan), Investment management | $75,000 |
| Cbiz Cpas P.C. | Accounting | $26,250 |