Mountz, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Mountz, Inc. · EIN 942625117 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 78
- With balances
- 127
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 Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,186 |
| Ubs Financial Services Inc | Investment advisory (plan) | $21,741 |
| Nicholas Pension Consultants | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,154 |