Cta Acoustics, Inc. Employees Pension Plan
Sponsored by Treves Cta · EIN 134041106 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 52
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Usi Consulting Group | Actuarial, Consulting (pension), Direct payment from the plan | $31,780 |
| David Smith | Trustee (individual) | $21,000 |
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Direct payment from the plan | $7,185 |
| Ubs Financial Services, Inc. | Investment advisory (participants) | $5,001 |