Robert Fox, Inc. 401(k) Plan
Sponsored by Robert Fox, Inc. · EIN 112893886 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| United Asset Strategies Inc. CRD 107434 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Asset Strategies Inc | Investment advisory (plan) | $34,809 |
| Td Ameritrade Trust Company | Contract administrator, Recordkeeping, Trustee (institutional) | $15,515 |