Seacrest Services Inc. 401(k) Profit Sharing Plan
Sponsored by Seacrest Services, Inc. · EIN 591815173 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 334
- With balances
- 146
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 |
|---|---|---|
| Lincoln National Corporation | Investment management | $54,797 |
| Ubs Financial Services | Investment management | $16,399 |
| Definiti | Contract administrator | $9,700 |