Habib American Bank 401(k) Savings Plan
Sponsored by Habib American Bank (Hab Bank) · EIN 133173929 · Plan #001
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 169
- With balances
- 173
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 |
|---|---|---|
| Merrill Lynch, Pierce,Fenner&Smith | Investment advisory (plan), Direct payment from the plan | $27,918 |
| Newport Group, Inc | Contract administrator, Recordkeeping, Trustee (institutional) | $26,550 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $9,385 |
| Ubs Financial Services Inc | Investment advisory (plan) | $7,702 |