Ub Distributors, Llc Pension Plan
Sponsored by Ub Distributors, Llc · EIN 113310559 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 106
- 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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisors Inc. | Investment advisory (plan) | $34,576 |
| Tonneson + Co., Pc | Accounting | $21,840 |
| Sey Farth Shaw Llp | Legal | $13,018 |
| Standard Retirement Services, Inc. | Actuarial | $10,512 |
| Vanguard Fiduciary Trust Company | Trustee (institutional) | $6,431 |