AUMdb

Us Information Systems 401(k) Plan

Sponsored by United States Information Systems, Inc. · EIN 133479936 · Plan #001

Total assets
$47.4M
Net assets
$47.4M
Active participants
469
With balances
647

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc Participant loan processing, Direct payment from the plan, Recordkeeping $72,792
First Allied Securities Inc Recordkeeping, Trustee (institutional), Other services $56,611
Cetera Retirement Plan Specialists Recordkeeping, Consulting (pension), Direct payment from the plan $31,500
Grassi & Co Recordkeeping, Consulting (pension), Direct payment from the plan $25,687
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0