Learn It Systems, Llc 401(k) Plan
Sponsored by Learn It Systems, Llc · EIN 830474386 · Plan #001
- Total assets
- $61.6M
- Net assets
- $61.6M
- Active participants
- 6,189
- With balances
- 2,755
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) | $60,000 |
| Sc&H Attest Services, P.C. | Accounting | $19,900 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$9,300 |