Control Associates, Inc. Employee Stock Ownership Plan
Sponsored by Control Associates, Inc. · EIN 221629238 · Plan #003
- Total assets
- $43.0M
- Net assets
- $43.0M
- Active participants
- 151
- With balances
- 176
Plan year beginning 01/01/2024 · Stock bonus
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 management | $117,756 |