Ebix, Inc. Cash Option Profit Sharing Trust
Sponsored by Ebix, Inc. · EIN 770021975 · Plan #001
- Total assets
- $47.2M
- Net assets
- $47.2M
- Active participants
- 220
- With balances
- 444
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 advisory (plan) | $75,395 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $67,570 |