Relay, Inc. 401(k) Profit Sharing And Trust.
Sponsored by Relay, Inc. · EIN 473759293 · Plan #001 · Raleigh, NC
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 204
- With balances
- 209
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 Inc | Investment advisory (plan) | $46,271 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $17,821 |