Kwik Lok Corporation 401(k) Profit Sharing Plan And Trust
Sponsored by Kwik Lok Corporation · EIN 910616767 · Plan #002
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 152
- With balances
- 164
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $31,828 |
| Usi Consulting Group, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $439 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Investment management fees (indirect) | $146 |
| Charles Schwab & Co., Inc. | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |