Wsm Industries Profit Sharing 401(k) Plan
Sponsored by Wsm Industries · EIN 934295856 · Plan #001
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 214
- With balances
- 264
Plan year beginning 05/01/2024 · 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 |
|---|---|---|
| Ascensus Llc | Other commissions, Other fees, Participant loan processing | $23,585 |
| Ubs Financial Services Inc. | Investment advisory (plan), Direct payment from the plan | $22,068 |