Torys Llp Savings And Retirement Plan
Sponsored by Torys Llp · EIN 133107558 · Plan #013
- Total assets
- $47.9M
- Net assets
- $47.9M
- Active participants
- 46
- With balances
- 72
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) | $53,671 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees, Float revenue | $39,606 |
| Intac Actuarial Services Inc | Contract administrator | $1,450 |