The Don Lee And Affiliates 401(k) Retirement Plan
Sponsored by Don Lee Distributor, Inc. · EIN 381897240 · Plan #001
- Total assets
- $40.4M
- Net assets
- $40.4M
- Active participants
- 298
- With balances
- 391
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 Inc | Investment advisory (plan) | $77,689 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $60,533 |
| Qdro Consultants Co Llc | Other fees | $300 |