The Greenberg Farrow Architecture Incorporated Stock Ownership And 401(k) Plan
Sponsored by Greenberg Farrow Architecture Incorporated · EIN 581276961 · Plan #002
- Total assets
- $67.3M
- Net assets
- $63.4M
- Active participants
- 244
- With balances
- 505
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), Direct payment from the plan | $65,415 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $41,066 |