Pritchard Auto Group 401(k) Plan
Sponsored by Pritchard Auto Company · EIN 420646250 · Plan #002
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 322
- With balances
- 249
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 advisory (participants) | $15,584 |
| Qualified Plan Consultants Llc | Consulting (pension) | $5,588 |
| Fidelity Investments Company Llc | Recordkeeping fees, Account maintenance fees | $5,354 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $1,263 |