Albert Uster Imports, Inc. 401(k) Plan
Sponsored by Albert Uster Imports, Inc. · EIN 521174968 · Plan #002
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 192
- With balances
- 177
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Recordkeeping fees, Participant loan processing | $39,152 |
| Global Retirement Partners Llc | Investment advisory (plan) | $1,475 |
| Jp Morgan Invest Holdings | Recordkeeping fees | $171 |