Conifer Realty Llc Retirement Savings Plan
Sponsored by Conifer Realty Llc · EIN 161595525 · Plan #001
- Total assets
- $24.6M
- Net assets
- $24.6M
- Active participants
- 520
- With balances
- 777
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $77,838 |
| Ubs Financial Services Inc | Investment advisory (plan) | $58,007 |
| Salmin, Et Al | Accounting | $10,500 |