Swiss Steel Usa, Inc. 401 K Plan
Sponsored by Swiss Steel Usa, Inc. · EIN 131810194 · Plan #001
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 96
- With balances
- 128
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 management, Investment management fees (direct) | $52,377 |
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $44,895 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |