AUMdb

Kistler Instrument Corp. 401(k) Plan

Sponsored by Kistler Instrument Corporation · EIN 160991726 · Plan #001

Total assets
$22.4M
Net assets
$22.4M
Active participants
137
With balances
180

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $76,099
Brock, Schechter & Polak Accounting, Direct payment from the plan $11,600
Ubs Financial Services Inc Investment advisory (plan), Other fees $0