Datalink Service Fund Solutions, Llc 401(k) Plan
Sponsored by Datalink Service Fund Solutions, Llc · EIN 261991903 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 53
- With balances
- 129
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 |
| Strategic Advisors Llc CRD 125882 | 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) | $26,778 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $13,802 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,425 |