Form 5500 Search

UBS FINANICAL SERVICES

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
3
Active participants
1,466
Total plan assets
$94.7M
Filings (rows)
3
Direct comp
$66K
Indirect comp
$0

SERVICES PROVIDED

Other2
Custodian1

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
PIONEER HUMAN SERVICES
PIONEER HUMAN SERVICES 403(B) PLAN
SEATTLE, WA
Other
NONE
718$47.1M$34K
PIONEER HUMAN SERVICES
PIONEER HUMAN SERVICES 403(B) PLAN
SEATTLE, WA
Other
NONE
693$41.9M$33K
JOINT BOARD OF TRUSTEES SOUTH CENTRAL LABORERS H&W FUND
SOUTH CENTRAL LABORERS H&W FUND
GOODLETTSVILLE, TN
Custodian
INVESTMENT CUSTODIAN
55$5.7M$100
UBS FINANICAL SERVICES — Form 5500 Service Provider Profile | Form 5500 Search