Staples Us Retail 401(k) Retirement Plan
Sponsored by Usr Parent Inc. · EIN 821997669 · Plan #001
- Total assets
- $405M
- Net assets
- $405M
- Active participants
- 10,925
- With balances
- 7,428
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Participant loan processing | $510,886 |
| Ubs Financial Services Inc | Investment advisory (plan) | $50,000 |
| Qdro Consultants Company, Llc | Other fees, Consulting (general), Direct payment from the plan | $900 |