AUMdb

American Beverage Marketers 401 K Retirement Plan

Sponsored by American Beverage Marketers · EIN 610221270 · Plan #001

Total assets
$36.4M
Net assets
$36.4M
Active participants
178
With balances
163

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
Empower Annuity Ins Co Of America Recordkeeping fees $86,319
Ubs Financial Services, Inc. Investment advisory (plan) $30,000
Retirement Management Svcs Llc Contract administrator $0