Watson's Of Cincinnati Profit Sharing 401(k) Plan
Sponsored by American Retail Corporation · EIN 205614230 · Plan #003
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 257
- With balances
- 283
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $41,962 |
| Ubs Financial Services, Inc. | Investment advisory (plan), Consulting fees | $23,144 |