Heritage Village Master Association, Inc. Retirement Income Plan
Sponsored by Heritage Village Master Association, Inc. · EIN 060888160 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
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. | Actuarial | $156,706 |
| Usi Advisors, Inc | Investment advisory (plan) | $22,427 |
| Reid And Riege Pc | Legal | $18,635 |
| Fiorita Kornhaas & Company | Accounting | $14,800 |
| Charles Schwab Bank | Custodial (other), Trustee (institutional) | $10,014 |