U.S. Venture 401(k) Retirement Savings Plan
Sponsored by U.S. Venture, Inc. · EIN 390964014 · Plan #001
- Total assets
- $399M
- Net assets
- $399M
- Active participants
- 4,910
- With balances
- 5,813
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $351,050 |
| Francis Llc | Investment advisory (plan), Direct payment from the plan | $76,840 |
| Clifton Larson Allen Llp | Accounting, Direct payment from the plan | $76,178 |
| Francis Llc | Investment advisory (participants), Direct payment from the plan | $56,899 |