E&H Family Group, Inc. Employees' 401(k) Profit Sharing Plan
Sponsored by E&H Family Group, Inc. · EIN 452159221 · Plan #003
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 407
- With balances
- 469
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $29,103 |
| Ubs Financial Services, Inc. | Investment management, Investment management fees (direct) | $5,529 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |