Ubeo West Region 401 K Profit Sharing Plan
Sponsored by Ubeo West Region Llc · EIN 941461160 · Plan #001
- Total assets
- $523K
- Net assets
- $523K
- Active participants
- 75
- With balances
- 75
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | 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 |
|---|---|---|
| Empower Annuity Group | Recordkeeping fees | $27,643 |
| Creative Planning | Investment advisory (plan) | $20,966 |
| Empower Advisory Group | Investment management | $5,872 |
| Definiti Llc | Contract administrator | $5,395 |