Southwest Human Development, Inc. 401(k) And Profit Sharing Plan
Sponsored by Southwest Human Development, Inc. · EIN 860407179 · Plan #001
- Total assets
- $44.2M
- Net assets
- $44.2M
- Active participants
- 730
- With balances
- 996
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 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $97,718 |
| Ubs Financial Services Inc | Investment advisory (plan), Direct payment from the plan | $33,991 |
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $5,341 |