Beyond Support Network 401(k) Plan
Sponsored by Learning Disabilities Of Western New York, Inc. Dba Beyond Support Net · EIN 161118050 · Plan #002
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 646
- With balances
- 278
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 (plan) | $29,888 |
| Actuarial Consulting Services | Consulting (pension), Other fees | $2,645 |
| Capital Group Retirement Plan | Recordkeeping, Investment management, Participant loan processing | $1,445 |