Candid Dc Plan
Sponsored by Candid · EIN 131837418 · Plan #001
- Total assets
- $85.3M
- Net assets
- $85.3M
- Active participants
- 274
- With balances
- 517
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 management | $60,206 |