Distribution Management, Inc. 401(k) Plan
Sponsored by Distribution Management, Inc. · EIN 430969193 · Plan #002
- Total assets
- $32.9M
- Net assets
- $32.9M
- Active participants
- 380
- With balances
- 402
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 | Investment advisory (plan), Direct payment from the plan | $75,282 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $41,574 |