Ubt Bancshares, Inc. Profit Sharing/401(k) Plan And Trust
Sponsored by Ubt Bancshares, Inc · EIN 731684072 · Plan #002
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 98
- With balances
- 120
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Fin Serv Advisors | Recordkeeping, Recordkeeping fees | $11,437 |