Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan
Sponsored by Spagnolo/Gisness & Associates, Inc. · EIN 043110104 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 44
- With balances
- 103
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) | $28,366 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $19,068 |