Logicalis, Inc. 401(k) Profit Sharing Plan
Sponsored by Logicalis, Inc. · EIN 134000122 · Plan #001
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 650
- With balances
- 948
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 |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $99,392 |
| Ubs Financial Services Inc | Investment advisory (plan), Other fees | $78,000 |
| Plante & Moran | Accounting | $28,650 |