Anson Industries Inc. Profit Sharing Plan
Sponsored by Anson Industries Inc. · EIN 362053853 · Plan #002
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 237
- With balances
- 276
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 Insurance Company | Recordkeeping fees | $87,407 |
| Ubs Financial Services Inc | Investment advisory (plan) | $47,500 |
| Bkd Llp | Accounting | $18,315 |