Ultrasource Llc Retirement Plan
Sponsored by Ultrasource Llc · EIN 431906745 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 125
- With balances
- 174
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 |
|---|---|---|
| Newport Group, Inc. | Recordkeeping fees, Participant loan processing, Other fees | $28,674 |
| Ubs Financial Services Inc. | Investment advisory (plan), Direct payment from the plan | $19,452 |
| Pickett, Chaney And Mcmullen Llp | Accounting, Direct payment from the plan | $13,050 |