Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'A'
Sponsored by Beveridge & Diamond, P.C. · EIN 521247549 · Plan #001
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 185
- With balances
- 190
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| 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 | $94,211 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $49,863 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |