Mid States Distributing, Llc 401(k) Plan
Sponsored by Mid States Distributing, Llc · EIN 464553010 · Plan #002
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 176
- With balances
- 224
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $74,641 |
| Ascensus | Contract administrator, Direct payment from the plan, Other services | $5,373 |
| Ubs Financial Services | Investment advisory (plan), Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |