Benefit Recovery 401(k) Plan
Sponsored by Brsi, Lp · EIN 760558170 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 154
- With balances
- 197
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) | $30,074 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $13,436 |
| The Angell Pension Group Inc | Contract administrator | $3,800 |