Aakron Rule Corp. Profit Sharing Plan
Sponsored by Aakron Rule Corporation · EIN 160919851 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 190
- With balances
- 194
Plan year beginning 01/01/2024 · Profit-sharing
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 |
| Empower Advisory Group, Llc CRD 112058 | 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) | $15,578 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $8,450 |
| The Paragon Alliance Group Llc | Contract administrator | $3,712 |
| Empower Advisory Group, Llc | Investment management | $418 |