W.S. Farish Dba Lane's End Farm 401(k) Retirement Savings Plan
Sponsored by Lane's End Farm · EIN 741432510 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 83
- With balances
- 104
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $2,075 |
| Ubs Financial Services Inc | Investment advisory (plan), Other fees | $0 |