Connectify Hr Retirement Savings Plan
Sponsored by Connectify Hr, Llc · EIN 863868012 · Plan #333
- Total assets
- $84.4M
- Net assets
- $84.4M
- Active participants
- 2,187
- With balances
- 2,486
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 |
| Slavic Mutual Funds Management Corp. CRD 113833 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slavic Integrated Administration | Recordkeeping, Participant loan processing, Participant communication | $216,766 |
| Ubs Financial Services Inc. | Investment advisory (participants), Direct payment from the plan | $91,877 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $45,638 |
| Slavic Mutual Fund Management Corp | Investment management, Investment management fees (direct) | $21,903 |
| Jason F. Clausen, P.C. | Accounting, Direct payment from the plan | $8,000 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $1,496 |