Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing Plan
Sponsored by Usherwood Business Equipment Inc. · EIN 161135311 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 156
- With balances
- 167
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 |
|---|---|---|
| The Waterford Group Llc | Investment advisory (plan) | $24,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$4,349 |