Chase Corporation 401(k) Plan
Sponsored by Chase Corporation · EIN 111797126 · Plan #002
- Total assets
- $49.4M
- Net assets
- $49.4M
- Active participants
- 500
- With balances
- 706
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 |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping, Direct payment from the plan | $89,901 |
| Ubs Financial Services, Inc. | Investment advisory (participants), Investment advisory (plan) | $30,621 |
| Newport Trust Company | Trustee (institutional), Trustee (directed) | $15,329 |