Ziply Fiber Pension Plan
Sponsored by Ziply Fiber · EIN 845103010 · Plan #001
- Total assets
- $126M
- Net assets
- $126M
- Active participants
- 483
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Milliman, Inc. | Actuarial, Other services, Direct payment from the plan | $199,273 |
| Usi Advisors, Inc | Investment management, Direct payment from the plan | $84,000 |
| Mondress Monaco Parr Lockwood Pllc | Consulting (general), Direct payment from the plan | $5,130 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Trustee (directed) | $4,910 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |