AUMdb

Akrf, Inc. Profit Sharing Plan And 401(k) Plan

Sponsored by Akrf, Inc. · EIN 135331530 · Plan #001

Total assets
$102M
Net assets
$102M
Active participants
395
With balances
518

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
John Hancock Recordkeeping, Recordkeeping fees, Participant loan processing $93,126
Usi Advisors, Inc Investment advisory (plan) $37,793