Wilson Turner Kosmo Llp 401(k) Profit Sharing Plan
Sponsored by Wilson Turner Kosmo Llp · EIN 330467759 · Plan #001
- Total assets
- $30.4M
- Net assets
- $30.4M
- Active participants
- 118
- With balances
- 139
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 |
| Empower Advisory Group, Llc CRD 112058 | 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) | $58,418 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $30,186 |
| Empower Advisory Group, Llc | Investment management | $5,495 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $1,300 |