Motley Rice Llc Employee Retirement Savings Plan
Sponsored by Motley Rice Llc · EIN 753051732 · Plan #003
- Total assets
- $119M
- Net assets
- $119M
- Active participants
- 340
- With balances
- 332
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) | $26,205 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $9,547 |