U. S. Retirement Partners 401(k) Plan
Sponsored by U.S. Retirement Partners, Inc. · EIN 260829701 · Plan #001
- Total assets
- $85.1M
- Net assets
- $85.1M
- Active participants
- 801
- With balances
- 895
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 |
|---|---|---|
| Retirement Plans, Inc. CRD 286214 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Retirement Plan Company | Contract administrator, Investment advisory (plan), Recordkeeping fees | $5,097 |