The Azek Company 401(k) Plan
Sponsored by The Azek Group Llc · EIN 202779385 · Plan #001
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 2,062
- With balances
- 2,531
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $178,129 |
| Ubs Financial Services Inc | Investment advisory (plan) | $89,351 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $44,067 |