Pioneer Bank 401(k) Plan
Sponsored by Pioneer Bank · EIN 850065555 · Plan #004
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 156
- With balances
- 239
Plan year beginning 01/01/2024 · 401(k)
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 fees (direct) | $21,685 |
| Matrix Trust Company | Recordkeeping, Trustee (institutional), Investment management | $0 |