Usa Lacrosse 403(b) Retirement Plan
Sponsored by Us Lacrosse, Inc. · EIN 521765246 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 87
- With balances
- 106
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Harbor Investment Advisory, Llc CRD 151085 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Harbor Investment Advisory Llc | Investment advisory (plan) | $26,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |