Freeman Mathis & Gary, Llp Partner/Staff Retirement Savings Plan
Sponsored by Freeman Mathis & Gary, Llp · EIN 582288491 · Plan #001
- Total assets
- $40.0M
- Net assets
- $40.0M
- Active participants
- 399
- With balances
- 593
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) | $72,340 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $29,384 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $13,475 |