Saratoga Schenectady Gastroenterology Assocs. P.C. Retirement Plan
Sponsored by Saratoga Schenectady Gastroenterology Assocs Pc · EIN 141556189 · Plan #002
- Total assets
- $26.8M
- Net assets
- $26.8M
- Active participants
- 184
- With balances
- 222
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) | $69,194 |
| Newport Group, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $41,302 |
| The Tpa Experts | Investment advisory (plan) | $7,738 |
| Mengel, Metzger, Barr & Co., Llp | Accounting | $4,555 |