American Angus Association Discretionary Defined Contribution Plan
Sponsored by American Angus Association · EIN 440605539 · Plan #002
- Total assets
- $56.1M
- Net assets
- $56.1M
- Active participants
- 288
- With balances
- 372
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 | Investment management, Investment management fees (direct) | $63,299 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $52,737 |