AUMdb

Virginia Industries, Inc. 401(k) Plan

Sponsored by Virginia Industries, Inc. · EIN 061073917 · Plan #003

Total assets
$18.8M
Net assets
$18.8M
Active participants
247
With balances
612

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 Consulting Group, Inc. Recordkeeping $53,057
Usi Advisors, Inc. Investment advisory (plan) $26,739
Charles Schwab & Co., Inc. Shareholder servicing fees $0
Charles Schwab Trust Bank Trustee (institutional), Shareholder servicing fees $0