Lindt & Sprungli (Usa), Inc. 401(k) Plan
Sponsored by Lindt & Sprungli (Usa), Inc. · EIN 132522202 · Plan #001
- Total assets
- $89.5M
- Net assets
- $89.5M
- Active participants
- 1,066
- With balances
- 870
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) | $50,000 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $15,223 |