Plaisted Companies, Inc. 401(k) Profit Sharing Plan
Sponsored by Plaisted Companies, Inc. · EIN 411668279 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.1M
- Active participants
- 129
- With balances
- 186
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 |
| Empower Advisory Group, Llc CRD 112058 | 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) | $22,034 |
| Midwest Pension & Profit Sharing Sv | Contract administrator | $8,338 |
| Empower Advisory Group, Llc | Investment management | $966 |