Diversified Communications 401(k) Plan
Sponsored by Diversified Holding Co. · EIN 010522788 · Plan #003 · Portland, ME
- Total assets
- $96.4M
- Net assets
- $96.4M
- Active participants
- 334
- With balances
- 496
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 | Consulting (general), Investment advisory (plan) | $18,540 |
| Baker Newman Noyes | Accounting | $16,600 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$92,002 |