Iatse , Mpt, A & Ac Of The U.S. And Canada Local No. 46 Pension Plan
Sponsored by Joint Board Of Administration Iatse , Mpt, A & Ac, Local No. 46 · EIN 621081087 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.5M
- Active participants
- 272
- 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 |
|---|---|---|
| Usi Consulting Group | Actuarial | $38,318 |
| Ubs Financial Services Inc. | Custodial (securities), Trustee (institutional), Investment advisory (plan) | $33,401 |
| Hhm Cpas, Llp | Accounting | $27,000 |
| First State Trust Company | Custodial (securities), Trustee (institutional) | $12,482 |