Ubs Financial Services Inc. 401(k) Plan: Login, Facts & Contact Information
Ubs Financial Services Inc. 401(k) Login
67 former Ubs Financial Services Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Ubs Financial Services Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.63 million went into the plan in contributions, $1.18 million of it from the employer (45%).
- $5.42 million was paid out to participants.
- Investment and other income added $6.83 million.
- Administrative expenses were $16,773, about $80 per account.
How the Ubs Financial Services Inc. 401(k) changed, 2021–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2021 | 235 | $54.6 million | $1.25 million | $4.01 million |
| 2022 | 232 | $45.8 million | $1.22 million | $3.53 million |
| 2023 | 223 | $53.3 million | $1.19 million | $3.69 million |
| 2024 | 216 | $57.3 million | $1.18 million | $5.42 million |
Ubs Financial Services Inc. 401(k) Contact Information
Questions about the Ubs Financial Services Inc. 401(k)
Does Ubs Financial Services Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.18 million, 45% of all contributions.
Does the Ubs Financial Services Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Ubs Financial Services Inc 401(k) plan?
216 participants at the start of plan year 2024, 139 of them active employees, and 67 former employees who still had money in the plan.
What is the average 401(k) balance at Ubs Financial Services Inc?
About $274,396 per account: $57.3 million in plan assets across 209 accounts with a balance at the end of plan year 2024.
Who manages the Ubs Financial Services Inc 401(k) accounts?
Alight is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Ubs Financial Services Inc. How do I access my 401(k)?
Your account stays with Alight after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.