Leo, Inc. 403(b) Plan
Sponsored by Leo, Inc. · EIN 042378885 · Plan #002
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 114
- With balances
- 102
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 | $24,025 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $23,957 |