Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 7 in 2023
Providers › UB Pensions
UB Pensions
- Service provider, as named on Schedule C
- EIN 364517541
- Plan year 2024
- Direct compensation reported $166,244
Assets of those plans
$157,991,803
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$166,244
80% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 49 | Other services | 7 |
| 13 | Contract administrator | 6 |
| 99 | Other fees | 5 |
| 50 | Direct payment from the plan | 5 |
| 64 | Recordkeeping fees | 1 |
| 37 | Participant loan processing | 1 |
| 27 | Investment advisory (plan) | 1 |
| 15 | Recordkeeping and information management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Atlantic Dialysis 401(k) Plan, Affiliated and Related Companies | Atlantic Dialysis Management Service | $26,384,590 | 548 | $14,325 |
| Child Mind Institute, Inc. 401(k) Plan & Trust | Child Mind Institute | $24,225,300 | 380 | $11,335 |
| Abrams Fensterman, LLP 401(k) Retirement Plan | Abrams Fensterman | $21,240,835 | 257 | $300 |
| Full Compass Systems, Ltd. 401(k) Plan | Full Compass Systems | $19,006,593 | 268 | $51,048 |
| ACH Employment Services 401(k) Plan | ACH Employment Services | $18,723,233 | 482 | $0 |
| Just Kids 401(k) Plan | Cam-held Enterprises | $15,619,735 | 832 | $19,779 |
| Our World Neighborhood Charter School 401(k) Planrecordkeeper | Our World Neighborhood Charter School | $14,853,081 | 377 | $3,382 |
| ISS Action, Inc. 401(k) Plan | ISS Action | $9,866,968 | 548 | $55,650 |
| ZT Motors 401(k) Plan | ZT Motors of Fort Walton | $8,071,468 | 561 | not reported |
| Winters Bros. of Long Island 401(k) Plan | Winters Bros. Waste Systems of Long Island | $0 | 0 | $10,425 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.