Ampler Group 401(k) Plan
Sponsored by Ampler Qsr, Llc · EIN 814841225 · Plan #001
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 1,684
- With balances
- 534
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 |
|---|---|---|
| Lincoln National Corporation | Recordkeeping, Recordkeeping fees | $72,301 |
| Retirement Planners & Administrator | Plan administrator, Other fees | $24,028 |
| Ubs Financial Services, Inc. | Investment advisory (plan), Consulting fees | $21,751 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $9,563 |