AUMdb

Genesis Alkali, Llc Union Retirement Plan

Sponsored by Genesis Alkali, Llc · EIN 472173866 · Plan #003

Total assets
$49.4M
Net assets
$49.4M
Active participants
645
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 Investment management, Direct payment from the plan $84,228
Comerica Bank Trustee (institutional), Direct payment from the plan $46,347