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Company:
UBS Financial Services Inc.
Plan:
Ubs Financial Services Inc. 401K Plus Plan
 

UBS Financial Services Inc.

81 Plan: Ubs Financial Services Inc. 401K Plus Plan

 
 
81
41
78
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (81) and the top rated plan (90) could equate to:
[How is this calculated?]
7 additional years of work
Up to $29,200 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Ubs Financial Services Inc. 401K Plus Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81. This plan is in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Ubs Financial Services Inc. 401K Plus Plan currently has over 21,600 active participants and over $2.0B in plan assets.

 

 Retirement Plan Details

Address 1000 Harbor Blvd., 10th Fl
Weehawken, NJ 07086-6790 
Industry Securities Brokerage
Administrator Matthew Levitan
Net Plan Assets $1,970,000,000
Total Participants 22,000
Avg Account Balance $95,000

 Top 3 Funds in this 401k

1. UBS Self-Directed Accounts 27%
2. UBS AG Common Stock 9%
3. Total Corporate Bonds 5%

  Plan Service Provider

Auditor Mitchell & Titus, LLP

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