Wyatt, Tarrant & Combs, Llp Profit Sharing Plan
Sponsored by Wyatt, Tarrant & Combs, Llp · EIN 610468003 · Plan #001
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 188
- With balances
- 232
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 |
| Strategic Advisors Llc CRD 125882 | 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) | $50,000 |
| Dean Dorton Allen Ford, Pllc | Accounting | $9,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,778 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$12,444 |