Pryor Cashman Llp Retirement Plan
Sponsored by Pryor Cashman Llp · EIN 131859294 · Plan #003
- Total assets
- $161M
- Net assets
- $161M
- Active participants
- 248
- With balances
- 302
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) | $83,185 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees, Participant loan processing, Recordkeeping | $60,950 |
| Fgmk Financial Services, Llc | Contract administrator | $10,976 |
| Empower Financial Services, Inc. | Shareholder servicing fees, Other investment fees and expenses, Securities brokerage | $100 |