Ub Foundation Activities, Inc. Retirement Plan
Sponsored by Ub Foundation Activities, Inc. · EIN 161372561 · Plan #001
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 418
- With balances
- 1,134
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $103,478 |
| Freed Maxick Cpas, P.C. | Accounting, Direct payment from the plan | $16,700 |
| Fiducient Advisors, Llc | Investment management, Direct payment from the plan | $9,848 |