Yusen Associates, Inc. Profit Sharing Plan
Sponsored by Yusen Associates, Inc. · EIN 043459585 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 161
- With balances
- 153
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $34,395 |
| Empower Annuity Ins Company Of Amer | Recordkeeping fees | $33,536 |
| Nbt Bank Na Dba Tpa Experts | Contract administrator | $650 |