Opensquare 401(k) Retirement Plan
Sponsored by Workspace Development, Llc Dba Opensquare · EIN 912028520 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2021 · 401(k)
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% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $11,632 |
| Usi Advisors, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $6,350 |