Pension Plan For Employees Of Chase Corporation
Sponsored by Chase Corporation · EIN 111797126 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 45
- 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 |
|---|---|---|
| Ubs Financial Services Inc. | Investment advisory (plan), Other investment fees and expenses | $7,288 |