Echelon Fitness Multimedia 401(k) Plan
Sponsored by Echelon Fitness Multimedia, Llc · EIN 841761928 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 112
- With balances
- 123
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 |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $13,733 |
| Ubs Financial Services Inc | Investment advisory (plan) | $10,026 |
| Erisa Services Of Georgia, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,959 |