Usibelli Coal Mine, Inc. 401(k) Plan Ii
Sponsored by Usibelli Coal Mine, Inc. · EIN 920014216 · Plan #003 · Healy, AK
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 94
- With balances
- 126
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Recordkeeping, Participant loan processing, Direct payment from the plan | $23,947 |
| Lee Cpa Audit Group | Accounting, Direct payment from the plan | $12,000 |
| Pacific Portfolio Consulting | Investment advisory (plan), Direct payment from the plan | $9,829 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $8,263 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |