AUMdb

Usher Transport, Inc. 401(k) Profit Sharing Plan

Sponsored by Usher Transport, Inc. · EIN 610647287 · Plan #002

Total assets
$7.6M
Net assets
$7.6M
Active participants
107
With balances
101

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $48,708
Mesirow Financial, Inc. Investment advisory (plan) $460
Robert W. Baird & Co., Inc. Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0