Sponsor portfolio
JAF/UBS
EIN 11-2827073Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$2.6M assets
Welfare
0
Participants
31
100 MERRICK RD STE 526 WEST - ROCKVILLE CENTER, NY 115704800516-766-3513
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAF/UBS 401(K) PLAN | 401k | $2.6M | 31 | 2024 |
Retirement plans