Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust
Sponsored by Lions World Vision Institute I · EIN 591458151 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 368
- With balances
- 299
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 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc.Rpcs | Investment advisory (participants) | $21,309 |
| Paychex, Inc. | Recordkeeping | $19,312 |