Lochridge Priest, Inc Employee Savings And Retirement Plan
Sponsored by Lochridge Priest, Inc · EIN 741460928 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 630
- With balances
- 171
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 |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $15,031 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $14,984 |
| Resource Benefits Administrators | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,936 |