Cbt 401(k) And Profit Sharing Plan
Sponsored by Cbt/Childs Bertman Tseckares Inc. · EIN 042429873 · Plan #001
- Total assets
- $44.7M
- Net assets
- $44.7M
- Active participants
- 125
- With balances
- 296
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) | $64,011 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $32,029 |
| Pkf O'connor Davies, Llp | Accounting | $23,000 |