Usa Water 401(k) Plan
Sponsored by Usa Water, Llc · EIN 852959665 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 439
- With balances
- 200
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James | Investment advisory (plan) | $13,570 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $9,355 |
| Lpl Financial | Investment advisory (plan) | $2,785 |