High Meadows School, Inc. 403(b)
Sponsored by High Meadows School, Inc. · EIN 581846247 · Plan #009
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 64
- With balances
- 142
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (plan) | $29,797 |