U. S. Engineering Company Holdings 401(k) Profit Sharing Plan & Trust
Sponsored by U.S. Engineering Company Holdings · EIN 460934113 · Plan #002
- Total assets
- $51.8M
- Net assets
- $51.8M
- Active participants
- 406
- With balances
- 422
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 |
|---|---|---|
| Financial Counselors Inc CRD 106398 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Trust Company | Custodial (securities), Trustee (institutional), Trustee (discretionary) | $45,833 |
| Allen Gibbs & Houlik | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $34,101 |
| Fci Advisors | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $18,648 |