Community Realty Management 401(k) Plan
Sponsored by Community Realty Management, Inc. · EIN 222047188 · Plan #002
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 262
- With balances
- 390
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 (participants) | $15,726 |