Wiltel Communications, Llc Pension Plan
Sponsored by Jefferies Financial Group Inc. · EIN 132615557 · Plan #004
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Usi Consulting Group | Actuarial, Consulting (pension) | $392,033 |
| Blackrock Institutional Trust Co N | Investment advisory (plan) | $388,723 |
| Principal Trust Company | Contract administrator, Custodial (securities), Trustee (directed) | $67,956 |
| Tanner Llc | Accounting | $19,531 |