AUMdb

Andis Company 401(k)

Sponsored by Andis Company · EIN 390131490 · Plan #003

Total assets
$44.5M
Net assets
$44.5M
Active participants
404
With balances
581

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
Lincoln National Corporation Contract administrator $141,724
Ubs Financial Services Investment advisory (plan) $64,973