AUMdb

Laird Mfg, Llc 401(k) Plan

Sponsored by Laird Mfg, Llc · EIN 770529628 · Plan #001

Total assets
$9.6M
Net assets
$9.6M
Active participants
128
With balances
140

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
Ubs Financial Services Inc Investment advisory (participants) $32,788
John Hancock Life Insurance Company Recordkeeping $2,604