AUMdb

Spokane United Methodist Homes, Inc Defined Benefit Pension Plan

Sponsored by Spokane United Methodist Homes, Inc · EIN 910715658 · Plan #001

Total assets
$16.5M
Net assets
$16.5M
Active participants
102
With balances
0

Plan year beginning 06/01/2024

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. Investment advisory (plan), Account maintenance fees, Other fees $53,851