Retirement Plan For Employees Of Boeing Employees' Credit Union
Sponsored by Boeing Employees' Credit Union · EIN 910219435 · Plan #001
- Total assets
- $382M
- Net assets
- $382M
- Active participants
- 2,791
- 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 |
|---|---|---|
| Blackrock Institutional Trust Co | Investment management | $605,981 |
| Mercer | Actuarial, Account maintenance fees | $388,972 |
| Ubs Financial Services Inc. | Investment management | $95,614 |
| Bny Mellon | Trustee (institutional) | $75,038 |