Peoples Alliance Federal Credit Union Defined Benefit Plan
Sponsored by Peoples Alliance Federal Credit Union · EIN 111644848 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 26
- 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 |
|---|---|---|
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Direct payment from the plan | $80,102 |
| Ubs Financial Services | Investment management, Investment management fees (direct) | $79,924 |