C. M. Tucker Lumber Companies, Llc 401(k) Savings And Retirement Plan
Sponsored by C.M. Tucker Lumber Companies, Llc · EIN 320006512 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 Inc. | Investment advisory (plan), Direct payment from the plan | $44,553 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $43,266 |
| Merrill Lynch Retirement & Benefit | Investment advisory (plan), Direct payment from the plan | $9,140 |