Team Horner 401(k) Profit Sharing Plan
Sponsored by Team Horner Group, Inc. · EIN 810710190 · Plan #002
- Total assets
- $36.9M
- Net assets
- $36.8M
- Active participants
- 472
- With balances
- 543
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 |
|---|---|---|
| John Hancock Life Insurance Co. Usa | Recordkeeping, Investment management, Shareholder servicing fees | $71,468 |
| Ubs Financial Services Inc | Investment advisory (participants) | $48,362 |