UBS Institutional Consulting Group

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

876

Total plan assets

$221.0M

Filings (rows)

Direct comp

$772K

Indirect comp

Showing only "UBS INSTITUTIONAL CONSULTING GROUP"

View all 2 variants aggregated →

UBS INSTITUTIONAL CONSULTING GROUP3 UBS INSTITUTIONAL CONSULTING3

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees - Sheet Metal Workers Local 22 Pension Fund Sheet Metal Workers Local 22 Pension Fund · all filings	KENILWORTH, NJ	Other service providers	297	$80.8M	$263K	$0
Board of Trustees - Sheet Metal Workers Local 22 Pension Fund Sheet Metal Workers Local 22 Pension Fund · all filings	CRANFORD, NJ	Other service providers	291	$74.4M	$262K	$0
Board of Trustees - Sheet Metal Workers Local 22 Pension Fund Sheet Metal Workers Local 22 Pension Fund · all filings	CRANFORD, NJ	Other service providers	288	$65.8M	$248K	$0