Xtek Inc Employee Savings Plan
Sponsored by Xtek Inc · EIN 310847969 · Plan #003 · Cincinnati, OH
- Total assets
- $33.1M
- Net assets
- $33.1M
- Active participants
- 315
- With balances
- 316
Plan year beginning 07/01/2024 · 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 | Investment advisory (plan), Direct payment from the plan, Consulting fees | $59,349 |
| Matrix Trust Company | Recordkeeping, Trustee (institutional), Investment management | $45,998 |