Dlc Group Savings Plan
Sponsored by De La Cruz & Associates, Inc. · EIN 660416370 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 104
- With balances
- 147
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Benefit Plans Admin Services, Inc. | Recordkeeping, Custodial (securities), Participant loan processing | $25,996 |
| Ubs Financial Services Inc. | Investment management | $23,411 |