Consolidated Asset Management Services Pension Plan
Sponsored by Consolidated Asset Management Services, Llc · EIN 412239010 · Plan #004
- Total assets
- $20.4M
- Net assets
- $20.4M
- Active participants
- 139
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc. | Custodial (securities), Investment management fees (direct), Investment advisory (plan) | $52,037 |
| Bolton Partners, Inc. | Actuarial, Direct payment from the plan | $0 |
| Smith & Downey, P.A. | Legal, Direct payment from the plan | $0 |