United Steelworkers Of America (Uswa) Savings Program Pencor Services, Inc. 401(k) Plan
Sponsored by Blue Ridge Cable Technologies, Inc. Dba Blue Ridge Communications · EIN 240864880 · Plan #003
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 121
- With balances
- 135
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $60,227 |
| Stalker & Associates, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,175 |
| Envestnet Retirement Solutions Llc | Investment advisory (plan) | $2,692 |
| Osaic Wealth Inc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |