Robinson 401(k) Profit Sharing Plan
Sponsored by Robinson, Inc. · EIN 391212475 · Plan #001
- Total assets
- $45.2M
- Net assets
- $45.2M
- Active participants
- 742
- With balances
- 896
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 | $99,373 |
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $78,104 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |