Homemakers Plaza, Inc. 401(k) Plan
Sponsored by Homemakers Plaza, Inc. · EIN 954830456 · Plan #002
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 320
- With balances
- 440
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) | $36,250 |
| Denman & Company Llp | Other fees | $20,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |