Falcons Landing 403(b) Plan
Sponsored by Air Force Retired Officers Community Washington, D.C. · EIN 521404857 · Plan #002
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 353
- With balances
- 343
Plan year beginning 01/01/2024 · Default investment account (QDIA), ERISA 404(c) participant-directed, Total participant-directed account
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 (participants), Investment advisory (plan), Investment management | $21,197 |
| Penserv Plan Services, Inc. | Recordkeeping, Recordkeeping fees | $10,391 |