AUMdb

Inspire Development Centers 401(k) Profit Sharing Plan

Sponsored by Inspire Development Centers · EIN 911220150 · Plan #001

Total assets
$31.1M
Net assets
$31.1M
Active participants
883
With balances
739

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $111,991
Ubs Financial Services, Inc. Consulting (pension), Investment advisory (plan) $55,967