Shopify (Usa), Inc. 401(k) Plan
Sponsored by Shopify (Usa), Inc. · EIN 471039071 · Plan #001
- Total assets
- $176M
- Net assets
- $176M
- Active participants
- 2,044
- With balances
- 2,827
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 Securities, Inc. CRD 43793 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Securities Inc | Investment advisory (plan) | $64,499 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $59,054 |
| Moss Adams | Accounting | $31,875 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,221 |