Moldex Metric, Inc. Profit Sharing Plan & Tax Sheltered 401(k) Retirement Plan
Sponsored by Moldex Metric, Inc. · EIN 952106651 · Plan #001
- Total assets
- $34.0M
- Net assets
- $34.0M
- Active participants
- 217
- With balances
- 290
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 |
|---|---|---|
| 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 Inc | Investment advisory (plan) | $18,750 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $10,348 |
| Wells Fargo Clearing Services Llc | Other commissions | $0 |