Rocky Mountain Gastroenterology Associates, Pllc Cash Balance Plan
Sponsored by Rocky Mountain Gastroenterology Associates, Pllc · EIN 841350358 · Plan #002
- Total assets
- $90.0K
- Net assets
- $90.0K
- Active participants
- 122
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
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), Distribution (12b-1) fees, Other fees | $99,543 |