Disabled American Veterans Retirement / Pension Equity Plan
Sponsored by Disabled American Veterans · EIN 310263158 · Plan #001
- Total assets
- $71.5M
- Net assets
- $71.5M
- Active participants
- 467
- 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 |
|---|---|---|
| Fifth Third Bank Retirement Svcs. | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $82,719 |
| Cleararc Capital, Inc. | Trustee (institutional), Direct payment from the plan, Investment management fees (direct) | $41,021 |
| Ubs Financial Services, Inc. | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $26,960 |