Ubicquia 401(k) Plan
Sponsored by Ubicquia Llc · EIN 475387476 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 145
- With balances
- 147
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 |
|---|---|---|
| Sigma Planning Corporation CRD 110692 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sigma Planning Corp | Investment advisory (plan), Direct payment from the plan | $48,013 |
| The Vanguard Group, Inc. | Participant loan processing, Other fees, Recordkeeping | $2,663 |