Usm/Sm/Usofs 401(k) Profit Sharing Plan
Sponsored by U.S Mechanical Limited Company · EIN 870501447 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 194
- With balances
- 219
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 |
|---|---|---|
| Ascent Retirement Advisors, Llc CRD 325385 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascent Retirement Advisors Llc | Investment advisory (plan) | $24,794 |
| Nova 401(k) Associates | Contract administrator | $7,571 |