Grace Healthcare Services, Llc 401 K Plan
Sponsored by Grace Healthcare Services, Llc · EIN 203513374 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 288
- With balances
- 240
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 | Investment advisory (plan) | $5,481 |
| Intac Actuarial Services | Investment advisory (participants) | $3,858 |
| Intac Actuarial Services | Recordkeeping | $0 |