Bps Supply Group 401(k) Profit Sharing Plan
Sponsored by Bps Supply Group · EIN 952546428 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Investment advisory (plan) | $41,643 |
| Oneamerica Retirement Services Llc | Distribution (12b-1) fees, Account maintenance fees | $37,713 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $20,000 |
| Wells Fargo Advisors | Investment advisory (plan) | $4,192 |