Control Risks Group, Llc Profit Sharing Plan
Sponsored by Control Risks Group, Llc · EIN 542007787 · Plan #001
- Total assets
- $42.2M
- Net assets
- $42.2M
- Active participants
- 342
- With balances
- 575
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 |
| Strategic Advisors Llc CRD 125882 | 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) | $65,886 |
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $34,619 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,186 |