Torrington Savings Bank 401(k) Savings Plan
Sponsored by Torrington Savings Bank · EIN 060564890 · Plan #002
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 123
- With balances
- 161
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group, Inc. | Recordkeeping | $66,736 |
| Usi Advisors, Inc. | Investment advisory (plan) | $38,154 |
| Caron & Bletzer, Pllc | Accounting | $1,500 |
| Charles Schwab Trust Bank | Float revenue, Shareholder servicing fees | $0 |