Purchasing Power 401(k) Plan
Sponsored by Purchasing Power Llc · EIN 900193342 · Plan #001
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 264
- With balances
- 337
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 Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,136 |
| Ubs Financial Services Inc | Investment advisory (plan) | $23,416 |
| Erisa Cpa | Accounting | $7,000 |
| Legacy Retirement Solutions, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,599 |
| Futureplan By Ascensus | Participant loan processing, Recordkeeping fees, Recordkeeping | $0 |