Armhr 401(k) Retirement Plan
Sponsored by Armhr, Llc · EIN 810723442 · Plan #001
- Total assets
- $45.8M
- Net assets
- $45.8M
- Active participants
- 2,246
- With balances
- 1,519
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 |
|---|---|---|
| Vestwell | Contract administrator, Investment advisory (plan), Investment management fees (direct) | $115,352 |
| Ubs Financial Services Inc | Investment advisory (plan), Direct payment from the plan | $68,000 |
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $5,846 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $0 |