UBS Financial Services I

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

Active participants

4,327

Total plan assets

$597.8M

Filings (rows)

Direct comp

$41K

Indirect comp

$46K

Showing only "UBS FINANCIAL SERVICES I"

View all 36 variants aggregated →

UBS FINANCIAL SERVICES3,385 UBS FINANCIAL54 UBS FINANCIAL SVCS INS AGCY38 UBS FINANCIAL SERVICE32 UBS FINANCIAL SERVICES RPCS15 UBS FINANCIAL SERICES6 UBS FINANCIAL SVC5

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Princess Cruise Lines, Ltd. Princess Cruises Retirement Savings Plan · all filings	SEATTLE, WA	Advisor / Consultant	2,323	$352.6M	$16K	$0
Holland America Line N.V. Holland America Line N.V. 401(k) Profit Sharing Plan · all filings	SEATTLE, WA	Advisor / Consultant	1,488	$210.1M	$16K	$0
Marcone Group Marcone Group 401(k) Plan · all filings	CONWAY, SC	Advisor / Consultant	258	$17.5M	$4K	$23K
Marcone Group Marcone Group 401(k) Plan · all filings	CONWAY, SC	Advisor / Consultant	258	$17.5M	$4K	$23K