Sagis 401(k) Plan
Sponsored by Sagis, Pllc · EIN 452815598 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 305
- With balances
- 357
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), Direct payment from the plan | $16,407 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $9,701 |