AUMdb

20/20 Custom Molded Plastics, Llc 401(k) Profit Sharing Plan

Sponsored by 20/20 Custom Molded Plastics, Llc · EIN 341945124 · Plan #001

Total assets
$4.5M
Net assets
$4.4M
Active participants
480
With balances
258

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
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $24,507
Ubs Financial Services Inc Investment advisory (plan) $16,779
Pension Innovations Recordkeeping, Participant loan processing, Recordkeeping fees $5,014