AUMdb

Ceres Environmental Services 401 K Profit Sharing Plan

Sponsored by Ceres Environmental Services Inc. · EIN 411816075 · Plan #001

Total assets
$9.1M
Net assets
$9.1M
Active participants
710
With balances
168

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 Investment advisory (participants), Investment advisory (plan), Investment management $20,695
American United Life Insurance Co Recordkeeping, Participant loan processing, Direct payment from the plan $2,826