Middlesex Corporation Retirement Savings Plan
Sponsored by The Middlesex Corporation · EIN 042534615 · Plan #001
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 887
- With balances
- 1,113
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $158,612 |
| Ubs Financial Services Inc | Investment advisory (plan) | $41,999 |
| Qdro Consultants Company, Llc | Other fees | $600 |