Ports America Pension Plan
Sponsored by Ports America · EIN 135628741 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 91
- With balances
- 0
Plan year beginning 01/01/2024
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 Consulting Group | Actuarial, Direct payment from the plan | $57,281 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $45,105 |
| Usi Advisors | Investment advisory (plan), Direct payment from the plan | $27,812 |
| Shapiro & Duffalo, P.C. | Accounting, Direct payment from the plan | $10,100 |