Big D Equipment Company Profit Sharing Plan
Sponsored by Big D Equipment Company · EIN 751723515 · Plan #001 · Midland, TX
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 247
- With balances
- 181
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 |
|---|---|---|
| Capital Group Ret Plan Services | Contract administrator, Participant loan processing, Recordkeeping fees | $72,888 |
| Ubs Financial Services Inc | Investment advisory (plan), Investment management fees (direct), Investment management fees (indirect) | $0 |
| Pentec Pension Mgt Group Inc. | Recordkeeping | $0 |