Retirement Plan For Employees Of A. Duda & Sons, Inc.
Sponsored by A. Duda & Sons, Inc. · EIN 590700499 · Plan #001
- Total assets
- $29.4M
- Net assets
- $29.3M
- Active participants
- 46
- With balances
- 0
Plan year beginning 01/01/2024
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), Sales loads | $64,476 |
| Comerica Bank Institutional Trust | Trustee (institutional), Direct payment from the plan, Custodial (securities) | $40,906 |