Pnd Engineers, Inc. 401(k) Profit Sharing Plan
Sponsored by Pnd Engineers, Inc. · EIN 920072819 · Plan #001
- Total assets
- $43.8M
- Net assets
- $43.8M
- Active participants
- 119
- With balances
- 197
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), Account maintenance fees | $230,874 |
| Nwps | Recordkeeping, Consulting (general), Participant loan processing | $13,396 |