AUMdb

Liquid Web Llc 401 K Plan

Sponsored by Liquid Web Llc · EIN 383423459 · Plan #002

Total assets
$36.6M
Net assets
$36.6M
Active participants
511
With balances
777

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $91,905
Ubs Financial Services, Inc. Investment advisory (plan), Investment management fees (direct) $83,989