United Service Companies 401(k) Plan
Sponsored by United Service Companies Holdings Ii, Llc · EIN 453952463 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 8,185
- With balances
- 741
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 |
|---|---|---|
| Cerity Partners Llc | Direct payment from the plan | $36,296 |
| Alliance Pension Consultants, Llc | Recordkeeping | $19,568 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |
| Charles Schwab & Co., Inc. | Custodial (securities) | $0 |