Gardner Business Media, Inc. Employees' Savings Plan.
Sponsored by Gardner Business Media, Inc. · EIN 310291590 · Plan #003
- Total assets
- $42.7M
- Net assets
- $42.7M
- Active participants
- 121
- With balances
- 186
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 |
| Strategic Advisors Llc CRD 125882 | 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) | $31,783 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $29,966 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $336 |