Salas O'brien Retirement Plan
Sponsored by Salas O'brien, Inc. · EIN 952037468 · Plan #002
- Total assets
- $538M
- Net assets
- $538M
- Active participants
- 2,531
- With balances
- 3,191
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $992,185 |
| Ubs Financial Services Inc | Investment management, Direct payment from the plan, Other fees | $206,692 |
| Actuarial Benefits Corp. | Contract administrator, Direct payment from the plan, Other fees | $58,582 |
| Crowe Llp | Accounting, Direct payment from the plan, Other fees | $57,488 |
| Salas O'brien, Inc | Other services, Other fees | $17,920 |