U.S. Holdings, Inc. Et Al 401(k) Plan
Sponsored by U.S. Holdings, Inc. · EIN 590490595 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 203
- With balances
- 248
Plan year beginning 08/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Advisory Services, Llc CRD 171070 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $85,045 |
| Osaic Advisory Services Llc | Investment advisory (plan) | $45,962 |
| Definiti, Llc | Contract administrator, Plan administrator | $29,331 |