Paint Sundries Solutions, Inc. 401(k) Profit Sharing Plan
Sponsored by Paint Sundries Solutions, Inc. · EIN 200356616 · Plan #002
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 105
- With balances
- 190
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 (participants), Investment advisory (plan), Securities brokerage | $47,242 |
| Nw Investment Consulting Dba Nwps | Recordkeeping, Consulting (general), Participant loan processing | $22,166 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Direct payment from the plan | $5,406 |