Mud Bay Retirement Plan
Sponsored by Mud Bay, Inc. · EIN 912060015 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 427
- With balances
- 511
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 |
|---|---|---|
| Usi Securities, Inc. CRD 43793 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $37,156 |
| Usi Securities Inc. | Investment advisory (plan) | $12,845 |
| Usi Consulting Group Inc. | Contract administrator | $3,876 |
| Empower Advisory Group, Llc | Investment management | $1,228 |
| Envestnet Retirement Solutions, Llc | Other fees | $1,027 |