Bush Ross, P.A. 401(k) Profit Sharing Plan
Sponsored by Bush Ross, P.A. · EIN 592753805 · Plan #003
- Total assets
- $37.4M
- Net assets
- $37.4M
- Active participants
- 111
- With balances
- 131
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 |
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $1,693 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $0 |
| Retirement Solutions Specialists | Other services | $0 |
| Voya Retirement Insurance And Annui | Investment advisory (participants) | $0 |