Whitney Museum Of American Art Retirement Plan
Sponsored by Whitney Museum Of American Art · EIN 131789318 · Plan #002
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 63
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $58,450 |
| Ubs Financial Services Inc | Investment advisory (plan), Direct payment from the plan | $23,845 |