Bellwether Housing Retirement Savings Plan
Sponsored by Bellwether Housing · EIN 911116960 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 183
- With balances
- 344
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
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) | $27,000 |
| Charles Schwab & Co | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |
| Charles Schwab Bank | Custodial (other), Custodial (securities), Investment management fees (indirect) | $0 |