AUMdb

Microbest, Inc. 401(k) Profit Sharing Plan

Sponsored by Microbest, Inc. · EIN 061181412 · Plan #001

Total assets
$9.1M
Net assets
$9.1M
Active participants
211
With balances
215

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 (plan) $21,646
Pasi, Llc Contract administrator $3,825
Capital Group Retirement Plan Servi Recordkeeping fees $2,325