Anthony & Joann Fanticola Family Ltd Partnership 401(k) Profit Sharing Plan
Sponsored by M.C. Llc · EIN 331109067 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 804
- With balances
- 553
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) | $15,313 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $2,382 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |