Mathematica Group Holding Inc. Profit Sharing Plan
Sponsored by Mathematica Group Holding Inc. · EIN 222675420 · Plan #002
- Total assets
- $477M
- Net assets
- $477M
- Active participants
- 1,753
- With balances
- 2,372
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 |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Participant loan processing, Float revenue | $119,851 |
| Ubs Financial Services Inc. | Investment management | $41,917 |