AUMdb

Dst Systems, Inc. 401(k) Profit Sharing Plan

Sponsored by Ss&C Gids, Inc. · EIN 431581814 · Plan #004

Total assets
$1.1B
Net assets
$1.1B
Active participants
2,581
With balances
4,521

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), Investment management $75,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $52,408
Cbiz Cpas P.C. Accounting $21,840