UBS Financial Services Payment

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

313

Total plan assets

$35.0M

Filings (rows)

Direct comp

$58K

Indirect comp

Showing only "UBS FINANCIAL SERVICES PAYMENT"

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 / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
HAAG-Streit USA, Inc. HAAG-Streit USA, Inc. Cash or Deferred Profit Sharing Plan · all filings	MASON, OH	Advisor / Consultant	147	$19.4M	$37K	$0
HAAG-Streit USA, Inc. HAAG-Streit USA, Inc. Cash or Deferred Profit Sharing Plan · all filings	MASON, OH	Advisor / Consultant	166	$15.5M	$22K	$0