AUMdb

Huskey Truss & Building Supply, Inc. Profit Sharing Plan

Sponsored by Huskey Truss & Building Supply, Inc. · EIN 621538014 · Plan #001

Total assets
$10.9M
Net assets
$10.9M
Active participants
323
With balances
164

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) $29,850
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $50