Pioneer Human Services 403(b) Plan
Sponsored by Pioneer Human Services · EIN 910791552 · Plan #002
- Total assets
- $47.1M
- Net assets
- $47.1M
- Active participants
- 718
- With balances
- 1,097
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Custodial (securities) | $110,227 |
| Ubs Finanical Services Inc | Consulting (pension), Investment advisory (plan) | $33,519 |
| Clifton Larson Allen Llp | Accounting | $17,845 |
| K & L Gates Llp | Legal | $6,739 |