Zinober Diana & Monteverde Pa 401(k) Profit Sharing Plan & Trust
Sponsored by Zinober Diana & Monteverde Pa · EIN 474009250 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 76
- With balances
- 124
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) | $12,451 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $11,504 |