Northend Associates Llc 401 K Plan
Sponsored by Northend Associates Llc · EIN 873598906 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 10
- With balances
- 16
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 |
|---|---|---|
| Capital Group Retirement Plan Servi | Recordkeeping fees | $4,421 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $1,336 |
| Usi Consulting Group | Contract administrator | $343 |