G.W. Lisk Company, Inc. Employees' Savings & Investment Plan
Sponsored by G.W. Lisk Company, Inc. · EIN 160771409 · Plan #002
- Total assets
- $54.9M
- Net assets
- $54.9M
- Active participants
- 721
- With balances
- 856
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 |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $79,413 |
| Ubs Financial Services Inc | Investment advisory (plan) | $76,333 |