AUMdb

Usa Environmental, Inc 401 K Plan

Sponsored by Usa Environmental, Inc. · EIN 593516898 · Plan #001

Total assets
$8.9M
Net assets
$8.9M
Active participants
119
With balances
133

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $26,206
Empower Annuity Insurance Company Recordkeeping fees $20,430
Empower Advisory Group, Llc Investment management $229