Technology & Services Ind Assoc 401(k) P/S Plan
Sponsored by Technology & Services Ind Assoc · EIN 043819464 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 123
- With balances
- 162
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Recordkeeping, Trustee (institutional), Other services | $31,386 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $7,476 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |