The Rock And Roll Hall Of Fame And Museum, Inc. Tax Deferred Annuity Plan
Sponsored by The Rock And Roll Hall Of Fame And Museum, Inc. · EIN 341520995 · Plan #001
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 229
- With balances
- 258
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $71,507 |
| Ubs Financial Services Inc | Investment advisory (plan), Other fees | $0 |