Navy Marine Corps Relief Society Employees' Pension Plan
Sponsored by Navy Marine Corps Relief Society Nmcrs · EIN 530204618 · Plan #001
- Total assets
- $52.1M
- Net assets
- $52.1M
- Active participants
- 41
- 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 |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (plan) | $161,494 |
| Truist | Claims processing | $75,097 |