AUMdb

Ebci Holdings 401(k) Plan

Sponsored by Ebci Holdings, Llc · EIN 862405972 · Plan #001

Total assets
$43.0M
Net assets
$43.0M
Active participants
1,028
With balances
1,051

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
Lincoln National Corporation Contract administrator $117,868
Deming, Malone, Livesay & Ostroff Accounting $23,000
Usi Advisors, Inc. Investment advisory (plan) $16,490
Pya, P.C. Accounting $13,243