Mississippi Asthma & Allergy Clinic, P.A. 401(k) Profit Sharing Retirement Plan
Sponsored by Mississippi Asthma & Allergy · EIN 640793451 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 85
- With balances
- 85
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 (plan) | $20,436 |
| Capital Group | Recordkeeping fees | $8,069 |