Henry Modell & Co. , Inc. Employees' Retirement Plan
Sponsored by Henry Modell & Co., Inc. · EIN 135518048 · Plan #001
- Total assets
- $1.3M
- Net assets
- $1.3M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Usi Consulting Group | Actuarial, Consulting (pension) | $165,338 |
| Principal Trust Company | Custodial (securities), Trustee (discretionary), Recordkeeping | $61,417 |
| Principal Trust Company | Recordkeeping, Participant communication, Float revenue | $0 |