AUMdb

03 Usa 401(k) Plan

Sponsored by 03 Usa, Inc. · EIN 263115252 · Plan #001

Total assets
$7.0M
Net assets
$7.0M
Active participants
200
With balances
237

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
Raymond James Financial Service Recordkeeping, Trustee (institutional), Other services $31,285
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $9,970