AUMdb

The Michael J. Fox Foundation For Parkinson's Research 401(k) Plan

Sponsored by The Michael J. Fox Foundation For Parkinson's Research · EIN 134141945 · Plan #001

Total assets
$37.4M
Net assets
$37.4M
Active participants
284
With balances
367

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $39,611
Ubs Financial Services Inc Investment advisory (plan) $20,000