Fordharrison Partner & Staff Profit Sharing Plan
Sponsored by Fordharrison Llp · EIN 581314995 · Plan #001
- Total assets
- $52.1M
- Net assets
- $52.1M
- Active participants
- 159
- With balances
- 192
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) | $90,162 |
| Transamerica Ret. Sol., Llc | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $31,350 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $9,354 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $50 |