Eduserve/Csusa Retirement Plan
Sponsored by Eduserve, Inc. · EIN 834481053 · Plan #001
- Total assets
- $84.0M
- Net assets
- $84.0M
- Active participants
- 7,804
- With balances
- 5,346
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 |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Participant loan processing, Participant communication | $258,854 |
| Fiduciary Consulting Group | Plan administrator, Named fiduciary | $142,193 |
| Ubs Financial Services | Investment advisory (plan), Investment management fees (direct) | $85,316 |