Chasedesign, Llc 401(k) Plan
Sponsored by Chasedesign, Llc · EIN 261338531 · Plan #002
- Total assets
- $36.1M
- Net assets
- $36.1M
- Active participants
- 124
- With balances
- 175
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) | $61,342 |
| Fust Charles Chambers Llp | Other fees | $15,485 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $0 |