Usc Profit Sharing/401(k) Retirement Plan
Sponsored by Usc Consulting Group Lp · EIN 231953580 · Plan #002
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 48
- With balances
- 89
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Merrill Lynch | Investment advisory (participants) | $16,821 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$5,310 |