AUMdb

Future Us 401 K Plan

Sponsored by Future Us Inc · EIN 223157975 · Plan #001

Total assets
$65.7M
Net assets
$65.7M
Active participants
711
With balances
796

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 Investment advisory (plan) $60,426
Usi Consulting Group Participant loan processing, Recordkeeping fees $30,147