Talking Rain 401 (K) Retirement Plan And Trust
Sponsored by Talking Rain Beverage Company, Inc. · EIN 911383200 · Plan #001
- Total assets
- $44.0M
- Net assets
- $44.0M
- Active participants
- 461
- With balances
- 588
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 Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors, Inc. | Recordkeeping, Investment advisory (participants), Investment advisory (plan) | $35,000 |
| Usi Consulting Group, Inc. | Recordkeeping, Investment advisory (participants), Investment advisory (plan) | $9,127 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Investment management fees (indirect) | $2,152 |
| Charles Schwab & Co., Inc. | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |