UBS Financial SVCS 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

159

Total plan assets

$5.7M

Filings (rows)

Direct comp

Indirect comp

$700

Showing only "UBS FINANCIAL SVCS INS AGENCY"

View all 36 variants aggregated →

UBS FINANCIAL SERVICES3,462 UBS FINANCIAL54 UBS FINANCIAL SVCS INS AGCY39 UBS FINANCIAL SERVICE32 UBS FINANCIAL SERVICES RPCS15 UBS FINANCIAL SERICES6 UBS FINANCIAL SVC5

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Lakes Country Club Association, Inc. The Lakes Country Club Association, Inc. 401(k) Plan · all filings	PALM DESERT, CA	Advisor / Consultant	159	$5.7M	$0	$700