Reiter Affiliated Companies 401(k) Plan
Sponsored by Reiter Affiliated Companies, Llc · EIN 205559931 · Plan #001
- Total assets
- $53.5M
- Net assets
- $53.5M
- Active participants
- 656
- With balances
- 968
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $88,183 |
| Usi Advisors Inc | Investment advisory (plan) | $32,702 |
| Holthouse Carlin & Van Trigt Llp | Accounting | $8,590 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,997 |