UBS Investments

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

5,626

Total plan assets

$710.8M

Filings (rows)

Direct comp

$1.4M

Indirect comp

SERVICES PROVIDED

Other service providers9

Prospecting the plans that use UBS Investments?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 9 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Gray, Inc. Gray, Inc. Employee Stock Ownership Plan · all filings	LEXINGTON, KY	Other service providers	1,529	$177.4M	$131K	$0
Gray, Inc. Gray, Inc. Employee Stock Ownership Plan · all filings	LEXINGTON, KY	Other service providers	1,358	$126.5M	$107K	$0
Gray, Inc. Gray, Inc. Employee Stock Ownership Plan · all filings	LEXINGTON, KY	Other service providers	1,179	$113.2M	$80K	$0
Sheet Metal Workers Local 22 Annuity Fund Sheet Metal Workers Local 22 - Annuity Fund · all filings	KENILWORTH, NJ	Other service providers	251	$82.7M	$314K	$0
Sheet Metal Workers Local 22 Annuity Fund Sheet Metal Workers Local 22 - Annuity Fund · all filings	CRANFORD, NJ	Other service providers	241	$77.6M	$271K	$0
Sheet Metal Workers Local 22 Annuity Fund Sheet Metal Workers Local 22 - Annuity Fund · all filings	CRANFORD, NJ	Other service providers	240	$70.7M	$232K	$0
Sheet Metal Workers Local 22 Welfare Fund Board of Trustees Sheet Metal Workers Local 22 - Welfare Fund · all filings	KENILWORTH, NJ	Other service providers	279	$21.9M	$68K	$0
Sheet Metal Workers Local 22 Welfare Fund Board of Trustees Sheet Metal Workers Local 22 - Welfare Fund · all filings	CRANFORD, NJ	Other service providers	284	$21.3M	$77K	$0
Sheet Metal Workers Local 22 Welfare Fund Board of Trustees Sheet Metal Workers Local 22 - Welfare Fund · all filings	CRANFORD, NJ	Other service providers	265	$19.4M	$78K	$0