The Las Olas Company, Inc. 401(k) Plan
Sponsored by The Las Olas Company, Inc. · EIN 590198485 · Plan #002
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 202
- With balances
- 288
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 (participants) | $20,217 |
| John Hancock, Usa | Recordkeeping | $612 |