Mahlum Architects, Inc. Retirement Plan
Sponsored by Mahlum Architects, Inc. · EIN 910939210 · Plan #001
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 84
- With balances
- 150
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 |
|---|---|---|
| Nwps | Recordkeeping, Recordkeeping fees, Participant loan processing | $22,561 |
| Ubs Financial Services, Inc. | Investment advisory (participants), Investment advisory (plan), Distribution (12b-1) fees | $22,500 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (directed) | $8,589 |