Axiscare Health Logistics Pr Retirement Plan
Sponsored by Axiscare Health Logistics, Inc. · EIN 141852712 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 219
- With balances
- 260
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Benefit Plans Admin Services, Inc | Recordkeeping, Recordkeeping fees, Custodial (securities) | $12,566 |
| Ubs Financial Services, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $10,226 |
| Bpas Trust Company Of Puerto Rico | Trustee (directed) | $0 |