Global Infrastructure Management, Llc 401(k) Plan
Sponsored by Global Infrastructure Management, Llc · EIN 205504170 · Plan #001
- Total assets
- $98.0M
- Net assets
- $98.0M
- Active participants
- 249
- With balances
- 398
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 | Investment advisory (participants), Investment advisory (plan), Investment management | $128,289 |
| Rpg Consultants | Recordkeeping, Consulting (pension), Participant loan processing | $75,914 |
| Matrix Trust Company | Custodial (other), Custodial (securities) | $34,210 |