UBS Financial Services INS Agency

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

613

Total plan assets

$23.9M

Filings (rows)

Direct comp

$65K

Indirect comp

$15K

Showing only "UBS FINANCIAL SERVICES INS AGENCY"

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 / Consultant3

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
My Chevrolet, Inc. My Automotive 401(k) Plan & Trust · all filings	SALINAS, CA	Advisor / Consultant	141	$8.2M	$27K	$0
My Chevrolet, Inc. My Automotive 401(k) Plan & Trust · all filings	SALINAS, CA	Advisor / Consultant	131	$6.9M	$28K	$0
Hawkeye Electric, Inc. Hawkeye Electric 401(k) Plan · all filings	CHANDLER, AZ	Advisor / Consultant	158	$4.8M	$9K	$0
Metropolitan Charities, Inc. d/b/a Metro Inclusive Health Metro Employees Retirement Plan · all filings	ST. PETERSBURG, FL	Other service providers	183	$4.0M	$0	$15K