Uscb, Inc. 401(k) Profit Sharing Plan
Sponsored by Uscb, Inc. · EIN 952770443 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 197
- With balances
- 258
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 |
|---|---|---|
| Golden K Wealth Management, Llc CRD 156588 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Golden K Wealth Management, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |
| Ascensus, Llc | Claims processing, Recordkeeping, Participant loan processing | $0 |
| Golden K Plans, Inc. | Participant loan processing | $0 |