International Thermal Systems Llc 401(k) Retirement Plan
Sponsored by International Thermal Systems Llc · EIN 800603050 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 65
- With balances
- 100
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 |
|---|---|---|
| Associated Trust Company, N.A. | Recordkeeping, Consulting (pension), Trustee (directed) | $28,874 |
| Ubs Financial Services | Investment advisory (plan), Investment management fees (direct) | $27,776 |