Pkf O'connor Davies 401(k) Savings & Retirement Plan
Sponsored by Pkfod Management Company Llc · EIN 883930271 · Plan #002
- Total assets
- $336M
- Net assets
- $336M
- Active participants
- 1,922
- With balances
- 1,778
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $309,346 |
| Ubs Financial Services | Investment advisory (plan) | $210,269 |
| Compass 360, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $111,675 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $28,646 |
| Forvismazars | Accounting | $19,425 |
| Mazars Usa Llp | Accounting | $18,200 |