Bear Diversified, Inc. 401(k) Retirement & Savings Plan
Sponsored by Bear Diversified Inc. · EIN 474467472 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.2M
- Active participants
- 773
- With balances
- 540
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 |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $54,891 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $23,197 |
| Cbiz Benefits & Ins Services Inc | Contract administrator | $12,181 |