AUMdb

Sandusky Newspapers Group 401 K Retirement Plan And Trust

Sponsored by Sandusky Newspapers Inc · EIN 344346500 · Plan #002

Total assets
$8.6M
Net assets
$8.6M
Active participants
66
With balances
134

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 Advisors Inc Consulting (general), Investment advisory (plan) $23,358
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $19,326