AUMdb

Teamviewer 401(k) Plan

Sponsored by Teamviewer Us, Inc. · EIN 471173749 · Plan #001

Total assets
$21.9M
Net assets
$21.9M
Active participants
271
With balances
345

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), Direct payment from the plan $62,313
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $55,533
Retirement Solutions Specialits Contract administrator, Other services, Direct payment from the plan $10,891