Riverhead Building Supply Corp 401(k) Plan For Union Employees
Sponsored by Riverhead Building Supply Corp. · EIN 112238519 · Plan #003
- Total assets
- $17.4M
- Net assets
- $17.4M
- Active participants
- 207
- With balances
- 249
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 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $23,685 |
| Empower Life & Annuity Insurance | Recordkeeping fees | $22,636 |
| Sheehan Company Cpa Pc | Accounting | $17,500 |
| Commonwealth Equity Services Llc | Investment advisory (plan) | $13,433 |