Team Public Choices 401(k) Plan
Sponsored by Team Public Choices, Llc · EIN 822887085 · Plan #001
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 86,005
- With balances
- 2,450
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $123,818 |
| Usi Advisors | Investment advisory (plan), Consulting fees | $27,716 |