AUMdb

Riverhead Building Supply Corp. 401(k) Savings Plan

Sponsored by Riverhead Building Supply Corp. · EIN 112238519 · Plan #004

Total assets
$80.3M
Net assets
$80.3M
Active participants
599
With balances
709

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
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ubs Financial Services Inc Investment advisory (plan) $102,824
Empower Life & Annuity Insurance Co Recordkeeping fees $99,400
Commonwealth Equity Services Llc Db Investment advisory (plan) $59,917
Sheehan Company Cpa Pc Accounting $17,500