Uspiritus, Inc. 403(b) Plan
Sponsored by Uspiritus Inc. · EIN 610471572 · Plan #003
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 256
- With balances
- 105
Plan year beginning 01/01/2021 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 98% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $33,379 |
| Shepherd Financial Investment Advis | Investment advisory (plan), Other fees | $0 |