Gators & Piesanos 401(k) Plan
Sponsored by Jr Management, Inc. · EIN 831020206 · Plan #001
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 423
- With balances
- 371
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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $35,759 |
| Ubs Financial Services, Inc. | Investment advisory (participants) | $13,132 |
| Retirement Solutions Specialists | Other services | $0 |