Adjoin 403(b) Plan
Sponsored by Adjoin · EIN 330008269 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 267
- With balances
- 343
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $25,609 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $12,075 |