AUMdb

Stage Employees Local No 46 Employee Savings Plan

Sponsored by Iatse 7 Moving Picture Machine Operators Of The U.S. & Canada Local 46 · EIN 621122780 · Plan #002

Total assets
$5.4M
Net assets
$5.4M
Active participants
218
With balances
250

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $39,989
Access Retirement Services Llc Contract administrator, Other fees, Other services $1,700
Ubs Financial Services Inc Investment advisory (plan), Other fees $0