Robins Kaplan Llp Cash Balance Pension Plan
Sponsored by Robins Kaplan Llp · EIN 410719631 · Plan #026
- Total assets
- $28.2M
- Net assets
- $28.2M
- Active participants
- 86
- With balances
- 0
Plan year beginning 01/01/2024
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 |
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc. | Investment advisory (plan), Account maintenance fees | $68,581 |
| Sage Advisory Services, Ltd Co. | Investment advisory (plan) | $8,110 |