Control Associates, Inc. Profit Sharing And 401(k) Retirement Plan
Sponsored by Control Associates, Inc. · EIN 221629238 · Plan #004
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 155
- With balances
- 193
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 Life Insurance Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $108,521 |
| Ubs Financial Services Inc. | Investment advisory (plan), Investment management fees (direct) | $47,338 |