Alm Media, Llc Pension Plan
Sponsored by Alm Media, Llc · EIN 133273851 · Plan #003
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 5
- With balances
- 0
Plan year beginning 01/01/2024
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 | $64,233 |
| Ubs Financial Services | Investment advisory (plan), Direct payment from the plan | $30,000 |
| Bdg Cpas | Accounting, Direct payment from the plan | $18,300 |