The Bush School 403(b) Retirement Plan
Sponsored by The Bush School · EIN 910161095 · Plan #003
- Total assets
- $49.7M
- Net assets
- $49.7M
- Active participants
- 297
- With balances
- 414
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $61,232 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Shareholder servicing fees | $4,634 |
| Usi Consulting Group | Recordkeeping, Participant loan processing, Direct payment from the plan | $2,735 |
| Charles Schwab & Co., Inc. | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |