Rockwell Architecture, Planning & Design, P.C. 401(k) Savings Plan
Sponsored by Rockwell Architecture, Planning And Design, P.C. · EIN 133217306 · Plan #001
- Total assets
- $39.4M
- Net assets
- $39.4M
- Active participants
- 288
- With balances
- 418
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 | Investment advisory (plan), Direct payment from the plan | $62,417 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $36,528 |