Tucci & Sons, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Tucci & Sons, Inc. · EIN 910534168 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 39
- With balances
- 57
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 |
| Empower Advisory Group, Llc CRD 112058 | 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) | $52,106 |
| Empower Annuity Insurance Company | Recordkeeping fees | $24,417 |
| Empower Advisory Group, Llc | Investment management | $1,830 |
| Spectrum Pension Consultants | Contract administrator | $1,440 |