Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › UBS
UBS
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $396,936
Assets of those plans
$1,066,392,186
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$396,936
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 |
|---|---|---|
| 16 | Consulting (general) | 5 |
| 50 | Direct payment from the plan | 5 |
| 26 | Investment advisory (participants) | 2 |
| 49 | Other services | 2 |
| 99 | Other fees | 2 |
| 27 | Investment advisory (plan) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Liveramp Holdings, Inc. Retirement Savings Plan | LiveRamp Holdings | $557,575,374 | 3,506 | $106,250 |
| Century Aluminum 401(k) Plan | Century Aluminum | $149,714,420 | 1,404 | $25,000 |
| Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan | Sellen Construction | $99,149,010 | 344 | $41,238 |
| Bristol Bay Area Health Corporation Retirement Plan | Bristol Bay Area Health | $62,646,730 | 548 | $61,984 |
| Voestalpine Railway Systems Nortrak LLC 401(k) Retirement Plan | Voestalpine Railway Systems Nortrak | $56,232,962 | 1,323 | $86,735 |
| SIA Partners US, Inc. 401k Plan | SIA Partners US | $55,717,944 | 667 | $0 |
| Strategic Value Partners 401(k) Profit Sharing Plan | Strategic Value Partners | $34,474,029 | 224 | $20,000 |
| Ctlgroup Retirement Savings Plan | Construction Technology Laboratories | $34,192,744 | 146 | $18,340 |
| Bridgepoint Healthcare 401(k) Plan | Bridgepoint Healthcare | $8,438,348 | 416 | $37,389 |
| Dicastal North America, Inc. 401k Plan & Trust | Dicastal North America | $8,250,625 | 722 | $0 |
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.