Designworks Collective 401(k) Plan)
Sponsored by Designworks Investments, Llc · EIN 261927350 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 154
- With balances
- 164
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $28,944 |
| Ubs Financial Services Inc | Investment advisory (plan) | $12,164 |