Ford Field Management 401(k) Plan
Sponsored by Ford Field Management Llc · EIN 320010308 · Plan #001
- Total assets
- $20.1M
- Net assets
- $20.0M
- Active participants
- 170
- With balances
- 187
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 | Investment advisory (plan), Direct payment from the plan | $40,600 |
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $36,537 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |