Fordharrison Associates & W 2 Partners 401(k)plan
Sponsored by Fordharrison Llp · EIN 581314995 · Plan #003
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 119
- With balances
- 182
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) | $39,793 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $24,248 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,475 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $25 |