National Ms Society 401(k) Plan
Sponsored by National Multiple Sclerosis Society · EIN 135661935 · Plan #002
- Total assets
- $94.6M
- Net assets
- $94.6M
- Active participants
- 701
- With balances
- 1,241
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 |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $135,000 |
| Empower Life & Annuity Insurance | Recordkeeping fees | $90,515 |