· 2022–2024 · DOL EFAST2
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OFI TRUST
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
42,926
Total plan assets
$16.5B
Filings (rows)
2
Direct comp
$908K
Indirect comp
$0
SERVICES PROVIDED
Other service providers
2
Plans served
All 2 plans
Export CSV
(2)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
UBS AG
UBS 401(K) PLAN TRUST
WEEHAWKEN, NJ
Other service providers
21,342
$9.0B
$450K
$0
UBS AG
UBS 401(K) PLAN TRUST
WEEHAWKEN, NJ
Other service providers
21,584
$7.4B
$458K
$0
OFI TRUST — Form 5500 Service Provider Profile | Form 5500 Search