West Coast Arborists, Inc. 401(k) Salary Savings And Profit Sharing Plan
Sponsored by West Coast Arborists, Inc. · EIN 953250682 · Plan #001
- Total assets
- $27.9M
- Net assets
- $27.9M
- Active participants
- 237
- With balances
- 251
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $130,854 |
| Ubs Financial Services Inc | Investment advisory (plan), Other fees | $0 |