Hollis Miller Architects, Inc. 401 K Profit Sharing Plan
Sponsored by Hollis Miller Architects, Inc. · EIN 480662756 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 94
- With balances
- 158
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 |
|---|---|---|
| Tpp Retirement Plan Specialists Llc | Recordkeeping, Participant loan processing, Participant communication | $20,986 |
| Ubs Financial Services | Investment advisory (participants), Investment advisory (plan) | $6,086 |