Interra International, Llc 401(k) Plan
Sponsored by Interra International, Llc · EIN 474883882 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 102
- With balances
- 128
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) | $40,577 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $27,379 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,700 |