Restated Profit Sharing Plan & Trust Of Boston Sand & Gravel Company
Sponsored by Boston Sand & Gravel Company · EIN 041107360 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 63
- With balances
- 89
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) | $22,227 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $15,917 |