AUMdb

Elemental Scientific 401(k) Profit Sharing Plan

Sponsored by Elemental Scientific, Inc. · EIN 391933901 · Plan #001

Total assets
$22.2M
Net assets
$22.2M
Active participants
203
With balances
241

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) $68,895
Pension Administrators, Llc Contract administrator $3,591
Capital Group Retirement Plan Srvcs Recordkeeping fees $600