AUMdb

Producers Retirement Plan Trust

Sponsored by Farmers Cooperative Compress · EIN 750752710 · Plan #001

Total assets
$10.3M
Net assets
$10.3M
Active participants
34
With balances
0

Plan year beginning 05/01/2024

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
Plains Capital Bank Trustee (institutional) $13,720
Usi Advisors, Inc. Investment advisory (plan) $13,333