AUMdb

Bauer Underground, Inc. Safe Harbor 401(k) Plan

Sponsored by Bauer Underground, Inc. · EIN 770591642 · Plan #001 · Norfolk, NE

Total assets
$7.2M
Net assets
$7.2M
Active participants
195
With balances
197

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 Advisors Inc Investment advisory (plan) $30,683
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $30,385